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

PFG Private 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
2021 Q4	–	Sell	-2,035	Closed	-$209K	–	303
2021 Q3	$209K	Sell	2,035 -235	-10%	-$24.7K	0.12%	56
2021 Q2	$233K	Hold	2,270	–	–	0.15%	55
2021 Q1	$224K	Hold	2,270	–	–	0.15%	53
2020 Q4	$220K	Hold	2,270	–	–	0.17%	45
2020 Q3	$209K	Buy	+2,270	New	+$207K	0.18%	43
2020 Q1	–	Sell	-2,270	Closed	-$218K	–	42
2019 Q4	$218K	Buy	+2,270	New	+$216K	0.19%	43

Other funds holding ACWV

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LWM

Liberty Wealth Management Oakland, California $800M AUM 22.73% 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

PFG Private Wealth Management's ACWV Position: Q4 2021 in Review

PFG Private Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2021, closing a stake of 2,035 shares — an estimated $209K sold.

PFG Private Wealth Management first reported a position in ACWV in Q4 2019 and held it in 6 quarters. The position peaked at $233K in Q2 2021. 314 funds tracked by Wall St. Rank hold ACWV as of Q4 2021.

PFG Private Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
PFG Private Wealth Management sold 2,035 iShares MSCI Global Min Vol Factor ETF shares in Q4 2021, an estimated $209K.
PFG Private Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and held it in 6 quarters.
PFG Private Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $233K in Q2 2021.
314 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2021.

Based on PFG Private Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.