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Robertson Stephens Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Robertson Stephens Advisors’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
2017
Q2 		– Sell
-10,702
Closed -$825K – 73
2017
Q1 		$825K Hold
10,702
– – 0.74% 35
2016
Q4 		$777K Buy
+10,702
New +$785K 0.44% 61

Other funds holding ACWV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Robertson Stephens Advisors's ACWV Position: Q2 2017 in Review

Robertson Stephens Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2017, closing a stake of 10,702 shares — an estimated $825K sold.

Robertson Stephens Advisors first reported a position in ACWV in Q4 2016 and held it in 2 quarters. The position peaked at $825K in Q1 2017. 134 funds tracked by Wall St. Rank hold ACWV as of Q2 2017.

  • Robertson Stephens Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 10,702 iShares MSCI Global Min Vol Factor ETF shares in Q2 2017, an estimated $825K.
  • Robertson Stephens Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2016 and held it in 2 quarters.
  • Robertson Stephens Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $825K in Q1 2017.
  • 134 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2017.

Based on Robertson Stephens Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.