Lincoln National Corp’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Lincoln National Corp’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
2018 Q4	–	Sell	-6,189	Closed	-$544K	–	477
2018 Q3	$544K	Buy	6,189 +2,005	+48%	+$172K	0.02%	259
2018 Q2	$347K	Buy	4,184 +3	+0.1%	+$251	0.01%	336
2018 Q1	$350K	Sell	4,181 -4,403	-51%	-$372K	0.01%	334
2017 Q4	$724K	Buy	8,584 +4,475	+109%	+$372K	0.02%	290
2017 Q3	$334K	Sell	4,109 -673	-14%	-$54.2K	0.01%	287
2017 Q2	$378K	Buy	4,782 +196	+4%	+$15.5K	0.02%	228
2017 Q1	$354K	Buy	+4,586	New	+$345K	0.02%	238

Other funds holding ACWV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Lincoln National Corp's ACWV Position: Q4 2018 in Review

Lincoln National Corp sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2018, closing a stake of 6,189 shares — an estimated $544K sold.

Lincoln National Corp first reported a position in ACWV in Q1 2017 and held it in 7 quarters. The position peaked at $724K in Q4 2017. 185 funds tracked by Wall St. Rank hold ACWV as of Q4 2018.

Lincoln National Corp reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2018 after selling out during the quarter.
Lincoln National Corp sold 6,189 iShares MSCI Global Min Vol Factor ETF shares in Q4 2018, an estimated $544K.
Lincoln National Corp first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2017 and held it in 7 quarters.
Lincoln National Corp's iShares MSCI Global Min Vol Factor ETF position peaked at $724K in Q4 2017.
185 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2018.

Based on Lincoln National Corp's 13F filing for Q4 2018, filed 8 Feb 2019.