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Kovack Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Kovack Advisors’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
2019
Q1 		– Sell
-3,164
Closed -$257K – 459
2018
Q4 		$257K Sell
3,164
-1,205
-28% -$102K 0.08% 295
2018
Q3 		$384K Sell
4,369
-4,821
-52% -$415K 0.1% 250
2018
Q2 		$763K Sell
9,190
-705
-7% -$59.1K 0.21% 123
2018
Q1 		$829K Hold
9,895
– – 0.21% 120
2017
Q4 		$834K Buy
9,895
+1,526
+18% +$127K 0.21% 118
2017
Q3 		$681K Hold
8,369
– – 0.23% 110
2017
Q2 		$662K Buy
8,369
+11
+0.1% +$869 0.21% 113
2017
Q1 		$645K Sell
8,358
-1,156
-12% -$87.1K 0.25% 97
2016
Q4 		$691K Sell
9,514
-1,996
-17% -$146K 0.33% 71
2016
Q3 		$877K Buy
11,510
+3
+0% +$231 0.43% 53
2016
Q2 		$879K Sell
11,507
-716
-6% -$53K 0.47% 48
2016
Q1 		$898K Buy
+12,223
New +$846K 0.56% 44

Other funds holding ACWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Kovack Advisors's ACWV Position: Q1 2019 in Review

Kovack Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2019, closing a stake of 3,164 shares — an estimated $257K sold.

Kovack Advisors first reported a position in ACWV in Q1 2016 and held it in 12 quarters. The position peaked at $898K in Q1 2016. 201 funds tracked by Wall St. Rank hold ACWV as of Q1 2019.

  • Kovack Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2019 after selling out during the quarter.
  • Kovack Advisors sold 3,164 iShares MSCI Global Min Vol Factor ETF shares in Q1 2019, an estimated $257K.
  • Kovack Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2016 and held it in 12 quarters.
  • Kovack Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $898K in Q1 2016.
  • 201 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2019.

Based on Kovack Advisors's 13F filing for Q1 2019, filed 3 May 2019.