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Rothschild & Co Asset Management US’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Rothschild & Co Asset Management US’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
Q3 		– Sell
-16,509
Closed -$1.31M – 343
2017
Q2 		$1.31M Buy
+16,509
New +$1.3M 0.01% 361
2017
Q1 		– Sell
-3,480
Closed -$253K – 568
2016
Q4 		$253K Sell
3,480
-7,983
-70% -$586K ﹤0.01% 539
2016
Q3 		$873K Sell
11,463
-79,879
-87% -$6.14M 0.02% 346
2016
Q2 		$6.98M Buy
+91,342
New +$6.76M 0.13% 240

Other funds holding ACWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rothschild & Co Asset Management US's ACWV Position: Q3 2017 in Review

Rothschild & Co Asset Management US sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2017, closing a stake of 16,509 shares — an estimated $1.31M sold.

Rothschild & Co Asset Management US first reported a position in ACWV in Q2 2016 and held it in 4 quarters. The position peaked at $6.98M in Q2 2016. 134 funds tracked by Wall St. Rank hold ACWV as of Q3 2017.

  • Rothschild & Co Asset Management US reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2017 after selling out during the quarter.
  • Rothschild & Co Asset Management US sold 16,509 iShares MSCI Global Min Vol Factor ETF shares in Q3 2017, an estimated $1.31M.
  • Rothschild & Co Asset Management US first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2016 and held it in 4 quarters.
  • Rothschild & Co Asset Management US's iShares MSCI Global Min Vol Factor ETF position peaked at $6.98M in Q2 2016.
  • 134 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2017.

Based on Rothschild & Co Asset Management US's 13F filing for Q3 2017, filed 8 Nov 2017.