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Pinnacle Associates’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Pinnacle Associates’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
Q3 		– Sell
-2,290
Closed -$201K – 678
2020
Q2 		$201K Sell
2,290
-555
-20% -$48K 0.01% 635
2020
Q1 		$229K Buy
2,845
+645
+29% +$59.5K 0.01% 586
2019
Q4 		$211K Buy
+2,200
New +$209K ﹤0.01% 670

Other funds holding ACWV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Pinnacle Associates's ACWV Position: Q3 2020 in Review

Pinnacle Associates sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2020, closing a stake of 2,290 shares — an estimated $201K sold.

Pinnacle Associates first reported a position in ACWV in Q4 2019 and held it in 3 quarters. The position peaked at $229K in Q1 2020. 255 funds tracked by Wall St. Rank hold ACWV as of Q3 2020.

  • Pinnacle Associates reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Pinnacle Associates sold 2,290 iShares MSCI Global Min Vol Factor ETF shares in Q3 2020, an estimated $201K.
  • Pinnacle Associates first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and held it in 3 quarters.
  • Pinnacle Associates's iShares MSCI Global Min Vol Factor ETF position peaked at $229K in Q1 2020.
  • 255 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2020.

Based on Pinnacle Associates's 13F filing for Q3 2020, filed 23 Oct 2020.