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Koss-Olinger Consulting’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Koss-Olinger Consulting’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
2021
Q2 		– Sell
-2,130
Closed -$210K – 245
2021
Q1 		$210K Buy
+2,130
New +$207K 0.04% 207

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BlackRock
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koss-Olinger Consulting's ACWV Position: Q2 2021 in Review

Koss-Olinger Consulting sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2021, closing a stake of 2,130 shares — an estimated $210K sold.

Koss-Olinger Consulting first reported a position in ACWV in Q1 2021 and held it in 1 quarter. The position peaked at $210K in Q1 2021. 285 funds tracked by Wall St. Rank hold ACWV as of Q2 2021.

  • Koss-Olinger Consulting reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Koss-Olinger Consulting sold 2,130 iShares MSCI Global Min Vol Factor ETF shares in Q2 2021, an estimated $210K.
  • Koss-Olinger Consulting first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2021 and held it in 1 quarter.
  • Koss-Olinger Consulting's iShares MSCI Global Min Vol Factor ETF position peaked at $210K in Q1 2021.
  • 285 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2021.

Based on Koss-Olinger Consulting's 13F filing for Q2 2021, filed 11 Aug 2021.