NFP
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Novak Financial Planning’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Novak Financial Planning’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
-2,137
Closed -$207K – 115
2020
Q4 		$207K Buy
+2,137
New +$202K 0.12% 109

Other funds holding ACWV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Novak Financial Planning's ACWV Position: Q1 2021 in Review

Novak Financial Planning sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2021, closing a stake of 2,137 shares — an estimated $207K sold.

Novak Financial Planning first reported a position in ACWV in Q4 2020 and held it in 1 quarter. The position peaked at $207K in Q4 2020. 279 funds tracked by Wall St. Rank hold ACWV as of Q1 2021.

  • Novak Financial Planning reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Novak Financial Planning sold 2,137 iShares MSCI Global Min Vol Factor ETF shares in Q1 2021, an estimated $207K.
  • Novak Financial Planning first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and held it in 1 quarter.
  • Novak Financial Planning's iShares MSCI Global Min Vol Factor ETF position peaked at $207K in Q4 2020.
  • 279 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2021.

Based on Novak Financial Planning's 13F filing for Q1 2021, filed 9 Apr 2021.