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 $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return