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Mount Yale Investment Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Mount Yale Investment 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
2021
Q1 		– Sell
-7,170
Closed -$695K – 408
2020
Q4 		$695K Sell
7,170
-178
-2% -$16.8K 0.1% 214
2020
Q3 		$675K Hold
7,348
– – 0.1% 206
2020
Q2 		$644K Sell
7,348
-1,531
-17% -$133K 0.12% 186
2020
Q1 		$713K Buy
8,879
+6,628
+294% +$611K 0.16% 131
2019
Q4 		$218K Buy
+2,251
New +$214K 0.04% 306

Other funds holding ACWV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mount Yale Investment Advisors's ACWV Position: Q1 2021 in Review

Mount Yale Investment Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2021, closing a stake of 7,170 shares — an estimated $695K sold.

Mount Yale Investment Advisors first reported a position in ACWV in Q4 2019 and held it in 5 quarters. The position peaked at $713K in Q1 2020. 279 funds tracked by Wall St. Rank hold ACWV as of Q1 2021.

  • Mount Yale Investment Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 7,170 iShares MSCI Global Min Vol Factor ETF shares in Q1 2021, an estimated $695K.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and held it in 5 quarters.
  • Mount Yale Investment Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $713K in Q1 2020.
  • 279 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2021, filed 4 May 2021.