National Planning Corporation’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

National Planning Corporation’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
2017 Q4	–	Sell	-4,709	Closed	-$383K	–	56
2017 Q3	$383K	Buy	4,709 +709	+18%	+$57.1K	0.03%	447
2017 Q2	$316K	Buy	+4,000	New	+$316K	0.02%	539
2016 Q3	–	Sell	-6,370	Closed	-$495K	–	661
2016 Q2	$495K	Buy	+6,370	New	+$472K	0.04%	376
2013 Q3	–	Sell	-11,718	Closed	-$700K	–	665
2013 Q2	$700K	Buy	+11,718	New	+$728K	0.09%	231

Other funds holding ACWV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DIM

DC Investments Management Mclean, Virginia $261M AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

National Planning Corporation's ACWV Position: Q4 2017 in Review

National Planning Corporation sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2017, closing a stake of 4,709 shares — an estimated $383K sold.

National Planning Corporation first reported a position in ACWV in Q2 2013 and held it in 4 quarters. The position peaked at $700K in Q2 2013. 166 funds tracked by Wall St. Rank hold ACWV as of Q4 2017.

National Planning Corporation reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 4,709 iShares MSCI Global Min Vol Factor ETF shares in Q4 2017, an estimated $383K.
National Planning Corporation first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2013 and held it in 4 quarters.
National Planning Corporation's iShares MSCI Global Min Vol Factor ETF position peaked at $700K in Q2 2013.
166 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.