SXL
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Summit X LLC’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Summit X LLC’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
2020
Q1 		– Sell
-15,406
Closed -$1.47M – 201
2019
Q4 		$1.47M Buy
15,406
+1,027
+7% +$97.8K 0.55% 49
2019
Q3 		$1.36M Sell
14,379
-9,834
-41% -$917K 0.55% 50
2019
Q2 		$2.23M Buy
24,213
+2,636
+12% +$238K 0.91% 31
2019
Q1 		$1.95M Buy
21,577
+14,925
+224% +$1.28M 0.83% 32
2018
Q4 		$542K Buy
+6,652
New +$562K 0.31% 91

Other funds holding ACWV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Summit X LLC's ACWV Position: Q1 2020 in Review

Summit X LLC sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2020, closing a stake of 15,406 shares — an estimated $1.47M sold.

Summit X LLC first reported a position in ACWV in Q4 2018 and held it in 5 quarters. The position peaked at $2.23M in Q2 2019. 247 funds tracked by Wall St. Rank hold ACWV as of Q1 2020.

  • Summit X LLC reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Summit X LLC sold 15,406 iShares MSCI Global Min Vol Factor ETF shares in Q1 2020, an estimated $1.47M.
  • Summit X LLC first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2018 and held it in 5 quarters.
  • Summit X LLC's iShares MSCI Global Min Vol Factor ETF position peaked at $2.23M in Q2 2019.
  • 247 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2020.

Based on Summit X LLC's 13F filing for Q1 2020, filed 13 May 2020.