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 New York $6.79T AUM 37.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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.