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Principle Wealth Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Principle Wealth Partners’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
Q1 		– Sell
-2,562
Closed -$246K – 137
2019
Q4 		$246K Buy
+2,562
New +$244K 0.08% 147

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AL
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RWA
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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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Principle Wealth Partners's ACWV Position: Q1 2020 in Review

Principle Wealth Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2020, closing a stake of 2,562 shares — an estimated $246K sold.

Principle Wealth Partners first reported a position in ACWV in Q4 2019 and held it in 1 quarter. The position peaked at $246K in Q4 2019. 247 funds tracked by Wall St. Rank hold ACWV as of Q1 2020.

  • Principle Wealth Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 2,562 iShares MSCI Global Min Vol Factor ETF shares in Q1 2020, an estimated $246K.
  • Principle Wealth Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and held it in 1 quarter.
  • Principle Wealth Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $246K in Q4 2019.
  • 247 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2020.

Based on Principle Wealth Partners's 13F filing for Q1 2020, filed 13 May 2020.