MAFM
ACWV icon

Mid Atlantic Financial Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Mid Atlantic Financial 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
2019
Q3 		– Sell
-93,396
Closed -$8.6M – 701
2019
Q2 		$8.6M Buy
93,396
+90,812
+3,514% +$8.19M 0.9% 18
2019
Q1 		$231K Sell
2,584
-2,036
-44% -$175K 0.03% 583
2018
Q4 		$375K Buy
+4,620
New +$390K 0.05% 413

Other funds holding ACWV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Mid Atlantic Financial Management's ACWV Position: Q3 2019 in Review

Mid Atlantic Financial Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2019, closing a stake of 93,396 shares — an estimated $8.6M sold.

Mid Atlantic Financial Management first reported a position in ACWV in Q4 2018 and held it in 3 quarters. The position peaked at $8.6M in Q2 2019. 222 funds tracked by Wall St. Rank hold ACWV as of Q3 2019.

  • Mid Atlantic Financial Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 93,396 iShares MSCI Global Min Vol Factor ETF shares in Q3 2019, an estimated $8.6M.
  • Mid Atlantic Financial Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2018 and held it in 3 quarters.
  • Mid Atlantic Financial Management's iShares MSCI Global Min Vol Factor ETF position peaked at $8.6M in Q2 2019.
  • 222 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2019, filed 7 Nov 2019.