Kiwi Wealth Investments Limited Partnership’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Kiwi Wealth Investments Limited Partnership’s Portfolio ACWV Stock Details ACWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-790,174	Closed	-$52.8M	–	69
2014 Q2	$52.8M	Sell	790,174 -151,674	-16%	-$9.97M	5.42%	3
2014 Q1	$60.6M	Buy	941,848 +35,773	+4%	+$2.24M	7.38%	1
2013 Q4	$57.5M	Buy	906,075 +42,070	+5%	+$2.67M	7.27%	1
2013 Q3	$53.4M	Buy	864,005 +38,858	+5%	+$2.39M	8.14%	1
2013 Q2	$49.4M	Buy	+825,147	New	+$51.3M	8.86%	1

Other funds holding ACWV

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's ACWV Position: Q3 2014 in Review

Kiwi Wealth Investments Limited Partnership sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2014, closing a stake of 790,174 shares — an estimated $52.8M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in ACWV in Q2 2013 and held it in 5 quarters. The position peaked at $60.6M in Q1 2014. 46 funds tracked by Wall St. Rank hold ACWV as of Q3 2014.

Kiwi Wealth Investments Limited Partnership reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2014 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 790,174 iShares MSCI Global Min Vol Factor ETF shares in Q3 2014, an estimated $52.8M.
Kiwi Wealth Investments Limited Partnership first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2013 and held it in 5 quarters.
Kiwi Wealth Investments Limited Partnership's iShares MSCI Global Min Vol Factor ETF position peaked at $60.6M in Q1 2014.
46 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2014.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2014, filed 28 Oct 2014.