SHJ
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Sharkey, Howes & Javer’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Sharkey, Howes & Javer’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
2021
Q1 		– Sell
-25,244
Closed -$2.45M – 79
2020
Q4 		$2.45M Sell
25,244
-81
-0.3% -$7.66K 0.82% 25
2020
Q3 		$2.33M Buy
25,325
+3,234
+15% +$296K 0.89% 23
2020
Q2 		$1.94M Buy
22,091
+4,724
+27% +$409K 0.85% 24
2020
Q1 		$1.4M Buy
+17,367
New +$1.6M 0.73% 27

Other funds holding ACWV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sharkey, Howes & Javer's ACWV Position: Q1 2021 in Review

Sharkey, Howes & Javer sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2021, closing a stake of 25,244 shares — an estimated $2.45M sold.

Sharkey, Howes & Javer first reported a position in ACWV in Q1 2020 and held it in 4 quarters. The position peaked at $2.45M in Q4 2020. 279 funds tracked by Wall St. Rank hold ACWV as of Q1 2021.

  • Sharkey, Howes & Javer reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 25,244 iShares MSCI Global Min Vol Factor ETF shares in Q1 2021, an estimated $2.45M.
  • Sharkey, Howes & Javer first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2020 and held it in 4 quarters.
  • Sharkey, Howes & Javer's iShares MSCI Global Min Vol Factor ETF position peaked at $2.45M in Q4 2020.
  • 279 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2021.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2021, filed 21 Apr 2021.