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Parasol Investment Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Parasol Investment 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
2017
Q1 		– Sell
-36,923
Closed -$2.68M – 94
2016
Q4 		$2.68M Buy
36,923
+27,883
+308% +$2.05M 2.82% 11
2016
Q3 		$689K Buy
+9,040
New +$695K 0.72% 25

Other funds holding ACWV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parasol Investment Management's ACWV Position: Q1 2017 in Review

Parasol Investment Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2017, closing a stake of 36,923 shares — an estimated $2.68M sold.

Parasol Investment Management first reported a position in ACWV in Q3 2016 and held it in 2 quarters. The position peaked at $2.68M in Q4 2016. 123 funds tracked by Wall St. Rank hold ACWV as of Q1 2017.

  • Parasol Investment Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2017 after selling out during the quarter.
  • Parasol Investment Management sold 36,923 iShares MSCI Global Min Vol Factor ETF shares in Q1 2017, an estimated $2.68M.
  • Parasol Investment Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2016 and held it in 2 quarters.
  • Parasol Investment Management's iShares MSCI Global Min Vol Factor ETF position peaked at $2.68M in Q4 2016.
  • 123 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.