Sequoia Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Sequoia Wealth Management’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
2019 Q3	–	Sell	-135,509	Closed	-$12.6M	–	58
2019 Q2	$12.6M	Buy	135,509 +7,923	+6%	+$715K	11.9%	2
2019 Q1	$11.4M	Buy	127,586 +6,263	+5%	+$538K	9.26%	2
2018 Q4	$9.86M	Buy	121,323 +4,079	+3%	+$344K	9.76%	2
2018 Q3	$10.3M	Buy	117,244 +3,331	+3%	+$286K	8.84%	3
2018 Q2	$9.45M	Buy	113,913 +5,830	+5%	+$488K	10.02%	3
2018 Q1	$9.06M	Buy	108,083 +4,960	+5%	+$419K	8.75%	3
2017 Q4	$8.82M	Buy	+103,123	New	+$8.58M	7.96%	4

Other funds holding ACWV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Sequoia Wealth Management's ACWV Position: Q3 2019 in Review

Sequoia Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2019, closing a stake of 135,509 shares — an estimated $12.6M sold.

Sequoia Wealth Management first reported a position in ACWV in Q4 2017 and held it in 7 quarters. The position peaked at $12.6M in Q2 2019. 222 funds tracked by Wall St. Rank hold ACWV as of Q3 2019.

Sequoia Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
Sequoia Wealth Management sold 135,509 iShares MSCI Global Min Vol Factor ETF shares in Q3 2019, an estimated $12.6M.
Sequoia Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and held it in 7 quarters.
Sequoia Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $12.6M in Q2 2019.
222 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2019.

Based on Sequoia Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.