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Portfolio Strategies’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Portfolio Strategies’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
Q3 		– Sell
-30
Closed -$2K – 235
2018
Q2 		$2K Hold
30
– – ﹤0.01% 214
2018
Q1 		$3K Hold
30
– – ﹤0.01% 208
2017
Q4 		$3K Buy
+30
New +$2.5K ﹤0.01% 215

Other funds holding ACWV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $113B AUM 34.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $72.7B AUM 39.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Portfolio Strategies's ACWV Position: Q3 2018 in Review

Portfolio Strategies sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2018, closing a stake of 30 shares — an estimated $2K sold.

Portfolio Strategies first reported a position in ACWV in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q1 2018. 168 funds tracked by Wall St. Rank hold ACWV as of Q3 2018.

  • Portfolio Strategies reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2018 after selling out during the quarter.
  • Portfolio Strategies sold 30 iShares MSCI Global Min Vol Factor ETF shares in Q3 2018, an estimated $2K.
  • Portfolio Strategies first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and held it in 3 quarters.
  • Portfolio Strategies's iShares MSCI Global Min Vol Factor ETF position peaked at $3K in Q1 2018.
  • 168 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2018.

Based on Portfolio Strategies's 13F filing for Q3 2018, filed 19 Oct 2018.