SXL
ACWV icon

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
Q4 		– Sell
-541
Closed -$551 – 250
2020
Q3 		$551 Buy
+541
New +$49.4K 0.01% 300
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 $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Summit X LLC's ACWV Position: Q4 2020 in Review

Summit X LLC sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2020, closing a stake of 541 shares — an estimated $551 sold.

Summit X LLC first reported a position in ACWV in Q4 2018 and held it in 6 quarters. The position peaked at $2.23M in Q2 2019. 300 funds tracked by Wall St. Rank hold ACWV as of Q4 2020.

  • Summit X LLC reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Summit X LLC sold 541 iShares MSCI Global Min Vol Factor ETF shares in Q4 2020, an estimated $551.
  • Summit X LLC first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2018 and held it in 6 quarters.
  • Summit X LLC's iShares MSCI Global Min Vol Factor ETF position peaked at $2.23M in Q2 2019.
  • 300 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.