LSV Asset Management
ACWV icon

LSV Asset Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

LSV Asset Management’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
2015
Q3 		– Sell
-343,000
Closed -$23.9M – 966
2015
Q2 		$23.9M Hold
343,000
– – 0.05% 255
2015
Q1 		$24.6M Buy
343,000
+43,000
+14% +$3.04M 0.05% 249
2014
Q4 		$20.7M Hold
300,000
– – 0.04% 270
2014
Q3 		$20M Buy
+300,000
New +$20.2M 0.04% 260

Other funds holding ACWV

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LSV Asset Management's ACWV Position: Q3 2015 in Review

LSV Asset Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2015, closing a stake of 343,000 shares — an estimated $23.9M sold.

LSV Asset Management first reported a position in ACWV in Q3 2014 and held it in 4 quarters. The position peaked at $24.6M in Q1 2015. 66 funds tracked by Wall St. Rank hold ACWV as of Q3 2015.

  • LSV Asset Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2015 after selling out during the quarter.
  • LSV Asset Management sold 343,000 iShares MSCI Global Min Vol Factor ETF shares in Q3 2015, an estimated $23.9M.
  • LSV Asset Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2014 and held it in 4 quarters.
  • LSV Asset Management's iShares MSCI Global Min Vol Factor ETF position peaked at $24.6M in Q1 2015.
  • 66 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2015.

Based on LSV Asset Management's 13F filing for Q3 2015, filed 5 Nov 2015.