TWA
ACWV icon

Tillar-Wenstrup Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Tillar-Wenstrup Advisors’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
-36,658
Closed -$3.55M – 36
2020
Q4 		$3.55M Buy
36,658
+325
+0.9% +$30.7K 1.84% 19
2020
Q3 		$3.34M Buy
36,333
+572
+2% +$52.3K 1.94% 17
2020
Q2 		$3.13M Buy
35,761
+9,677
+37% +$838K 1.9% 18
2020
Q1 		$2.1M Sell
26,084
-13,235
-34% -$1.22M 1.95% 13
2019
Q4 		$3.77M Sell
39,319
-2,405
-6% -$229K 2.1% 16
2019
Q3 		$3.95M Sell
41,724
-1,645
-4% -$153K 2.29% 13
2019
Q2 		$4M Sell
43,369
-349
-0.8% -$31.5K 2.25% 13
2019
Q1 		$3.91M Sell
43,718
-852
-2% -$73.2K 2.25% 14
2018
Q4 		$3.62M Buy
44,570
+10,963
+33% +$926K 2.39% 13
2018
Q3 		$2.95M Buy
33,607
+609
+2% +$52.4K 1.61% 24
2018
Q2 		$2.74M Buy
32,998
+26,850
+437% +$2.25M 1.52% 23
2018
Q1 		$515K Buy
+6,148
New +$520K 0.3% 47

Other funds holding ACWV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tillar-Wenstrup Advisors's ACWV Position: Q1 2021 in Review

Tillar-Wenstrup Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2021, closing a stake of 36,658 shares — an estimated $3.55M sold.

Tillar-Wenstrup Advisors first reported a position in ACWV in Q1 2018 and held it in 12 quarters. The position peaked at $4M in Q2 2019. 279 funds tracked by Wall St. Rank hold ACWV as of Q1 2021.

  • Tillar-Wenstrup Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 36,658 iShares MSCI Global Min Vol Factor ETF shares in Q1 2021, an estimated $3.55M.
  • Tillar-Wenstrup Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2018 and held it in 12 quarters.
  • Tillar-Wenstrup Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $4M in Q2 2019.
  • 279 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2021.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.