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Renaissance Investment Consultants Holding Company’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Renaissance Investment Consultants Holding Company’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 		$201K Sell
2,135
-455
-18% -$41.6K 0.19% 79
2020
Q2 		$236K Sell
2,590
-6,327
-71% -$548K 0.26% 72
2020
Q1 		$716K Sell
8,917
-13,351
-60% -$1.23M 1% 24
2019
Q4 		$2.13M Buy
+22,268
New +$2.12M 2.41% 12

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AL
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Renaissance Investment Consultants Holding Company's ACWV Position: Q3 2020 in Review

Renaissance Investment Consultants Holding Company reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 18% in Q3 2020, selling an estimated $41.6K and leaving 2,135 shares worth $201K. The position accounts for 0.19% of the portfolio, ranked #79.

Renaissance Investment Consultants Holding Company first reported a position in ACWV in Q4 2019 and has held it in 4 quarters since. The position peaked at $2.13M in Q4 2019. 256 funds tracked by Wall St. Rank hold ACWV as of Q3 2020.

  • Renaissance Investment Consultants Holding Company held 2,135 shares of iShares MSCI Global Min Vol Factor ETF worth $201K as of Q3 2020.
  • Renaissance Investment Consultants Holding Company sold 455 iShares MSCI Global Min Vol Factor ETF shares in Q3 2020, an estimated $41.6K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.19% of Renaissance Investment Consultants Holding Company's portfolio in Q3 2020, its #79 holding.
  • Renaissance Investment Consultants Holding Company first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and has held it in 4 quarters since.
  • Renaissance Investment Consultants Holding Company's iShares MSCI Global Min Vol Factor ETF position peaked at $2.13M in Q4 2019.
  • 256 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2020.

Based on Renaissance Investment Consultants Holding Company's 13F filing for Q3 2020, filed 6 Nov 2020.