Northwest Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Northwest Wealth 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
2020 Q1	–	Sell	-2,902	Closed	-$278K	–	91
2019 Q4	$278K	Sell	2,902 -183	-6%	-$17.4K	0.25%	80
2019 Q3	$292K	Buy	+3,085	New	+$288K	0.24%	91
2019 Q2	–	Sell	-47	Closed	-$4K	–	121
2019 Q1	$4K	Hold	47	–	–	﹤0.01%	419
2018 Q4	$4K	Buy	+47	New	+$3.97K	﹤0.01%	400

Other funds holding ACWV

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northwest Wealth Management's ACWV Position: Q1 2020 in Review

Northwest Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2020, closing a stake of 2,902 shares — an estimated $278K sold.

Northwest Wealth Management first reported a position in ACWV in Q4 2018 and held it in 4 quarters. The position peaked at $292K in Q3 2019. 247 funds tracked by Wall St. Rank hold ACWV as of Q1 2020.

Northwest Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Northwest Wealth Management sold 2,902 iShares MSCI Global Min Vol Factor ETF shares in Q1 2020, an estimated $278K.
Northwest Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2018 and held it in 4 quarters.
Northwest Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $292K in Q3 2019.
247 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2020.

Based on Northwest Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.