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Santori & Peters Inc’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Santori & Peters Inc’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
Q1 		– Sell
-75
Closed -$6K – 62
2017
Q4 		$6K Buy
+75
New +$6.24K 0.01% 380

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PP
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SEI Investments
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AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Santori & Peters Inc's ACWV Position: Q1 2018 in Review

Santori & Peters Inc sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2018, closing a stake of 75 shares — an estimated $6K sold.

Santori & Peters Inc first reported a position in ACWV in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 174 funds tracked by Wall St. Rank hold ACWV as of Q1 2018.

  • Santori & Peters Inc reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 75 iShares MSCI Global Min Vol Factor ETF shares in Q1 2018, an estimated $6K.
  • Santori & Peters Inc first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's iShares MSCI Global Min Vol Factor ETF position peaked at $6K in Q4 2017.
  • 174 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.