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Parkside Financial Bank & Trust’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Parkside Financial Bank & Trust’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
Q2 		– Sell
-224
Closed -$18K – 1461
2020
Q1 		$18K Hold
224
– – 0.01% 580
2019
Q4 		$21K Hold
224
– – 0.01% 638
2019
Q3 		$21K Hold
224
– – 0.01% 602
2019
Q2 		$21K Buy
+224
New +$20.2K 0.01% 619

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Bank of America
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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
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Parkside Financial Bank & Trust's ACWV Position: Q2 2020 in Review

Parkside Financial Bank & Trust sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2020, closing a stake of 224 shares — an estimated $18K sold.

Parkside Financial Bank & Trust first reported a position in ACWV in Q2 2019 and held it in 4 quarters. The position peaked at $21K in Q4 2019. 254 funds tracked by Wall St. Rank hold ACWV as of Q2 2020.

  • Parkside Financial Bank & Trust reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 224 iShares MSCI Global Min Vol Factor ETF shares in Q2 2020, an estimated $18K.
  • Parkside Financial Bank & Trust first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2019 and held it in 4 quarters.
  • Parkside Financial Bank & Trust's iShares MSCI Global Min Vol Factor ETF position peaked at $21K in Q4 2019.
  • 254 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2020.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2020, filed 10 Aug 2020.