SVA Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

SVA Wealth Management’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
2017 Q1	–	Sell	-9,635	Closed	-$700K	–	196
2016 Q4	$700K	Sell	9,635 -591	-6%	-$43.4K	0.1%	126
2016 Q3	$779K	Buy	10,226 +6	+0.1%	+$461	0.12%	115
2016 Q2	$781K	Sell	10,220 -650	-6%	-$48.1K	0.13%	117
2016 Q1	$799K	Sell	10,870 -22,787	-68%	-$1.58M	0.13%	119
2015 Q4	$2.33M	Buy	+33,657	New	+$2.35M	0.4%	76

Other funds holding ACWV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SVA Wealth Management's ACWV Position: Q1 2017 in Review

SVA Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2017, closing a stake of 9,635 shares — an estimated $700K sold.

SVA Wealth Management first reported a position in ACWV in Q4 2015 and held it in 5 quarters. The position peaked at $2.33M in Q4 2015. 123 funds tracked by Wall St. Rank hold ACWV as of Q1 2017.

SVA Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2017 after selling out during the quarter.
SVA Wealth Management sold 9,635 iShares MSCI Global Min Vol Factor ETF shares in Q1 2017, an estimated $700K.
SVA Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2015 and held it in 5 quarters.
SVA Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $2.33M in Q4 2015.
123 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2017.

Based on SVA Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.