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Peak Financial Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Peak Financial 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
2018
Q2 		– Sell
-28,196
Closed -$2.36M – 52
2018
Q1 		$2.36M Sell
28,196
-87,585
-76% -$7.4M 1.12% 25
2017
Q4 		$9.76M Sell
115,781
-3,389
-3% -$282K 3.7% 10
2017
Q3 		$9.7M Sell
119,170
-1,903
-2% -$153K 3.74% 10
2017
Q2 		$9.58M Buy
121,073
+790
+0.7% +$62.4K 3.75% 11
2017
Q1 		$9.28M Sell
120,283
-257
-0.2% -$19.4K 3.75% 11
2016
Q4 		$8.75M Sell
120,540
-1,556
-1% -$114K 3.81% 11
2016
Q3 		$9.3M Buy
122,096
+62,673
+105% +$4.82M 4.02% 11
2016
Q2 		$4.54M Buy
+59,423
New +$4.4M 2.02% 19
2015
Q4 		$3.94M Buy
+56,801
New +$3.97M 1.8% 18

Other funds holding ACWV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

Peak Financial Management's ACWV Position: Q2 2018 in Review

Peak Financial Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2018, closing a stake of 28,196 shares — an estimated $2.36M sold.

Peak Financial Management first reported a position in ACWV in Q4 2015 and held it in 9 quarters. The position peaked at $9.76M in Q4 2017. 168 funds tracked by Wall St. Rank hold ACWV as of Q2 2018.

  • Peak Financial Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2018 after selling out during the quarter.
  • Peak Financial Management sold 28,196 iShares MSCI Global Min Vol Factor ETF shares in Q2 2018, an estimated $2.36M.
  • Peak Financial Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2015 and held it in 9 quarters.
  • Peak Financial Management's iShares MSCI Global Min Vol Factor ETF position peaked at $9.76M in Q4 2017.
  • 168 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2018.

Based on Peak Financial Management's 13F filing for Q2 2018, filed 19 Jul 2018.