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Transamerica Financial Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Transamerica Financial 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
2019
Q3 		– Sell
-1,201
Closed -$111K – 99
2019
Q2 		$111K Buy
+1,201
New +$108K 0.02% 219
2016
Q1 		– Sell
-841
Closed -$59K – 744
2015
Q4 		$59K Buy
841
+840
+84,000% +$58.6K ﹤0.01% 383
2015
Q3 		$1K Buy
+1
New +$69 ﹤0.01% 711
2015
Q2 		– Sell
-1
Closed -$1K – 893
2015
Q1 		$1K Hold
1
– – ﹤0.01% 774
2014
Q4 		$1K Hold
1
– – ﹤0.01% 623
2014
Q3 		$1K Sell
1
-31
-97% -$2.09K ﹤0.01% 583
2014
Q2 		$3K Hold
32
– – ﹤0.01% 571
2014
Q1 		$3K Sell
32
-41,998
-100% -$2.63M ﹤0.01% 537
2013
Q4 		$2.68M Sell
42,030
-14,950
-26% -$949K 0.29% 49
2013
Q3 		$3.52M Buy
56,980
+39,513
+226% +$2.43M 0.46% 37
2013
Q2 		$1.04M Buy
+17,467
New +$1.08M 0.17% 70

Other funds holding ACWV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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