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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Transamerica Financial Advisors's ACWV Position: Q3 2019 in Review

Transamerica Financial Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2019, closing a stake of 1,201 shares — an estimated $111K sold.

Transamerica Financial Advisors first reported a position in ACWV in Q2 2013 and held it in 11 quarters. The position peaked at $3.52M in Q3 2013. 222 funds tracked by Wall St. Rank hold ACWV as of Q3 2019.

Transamerica Financial Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
Transamerica Financial Advisors sold 1,201 iShares MSCI Global Min Vol Factor ETF shares in Q3 2019, an estimated $111K.
Transamerica Financial Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2013 and held it in 11 quarters.
Transamerica Financial Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $3.52M in Q3 2013.
222 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2019.

Based on Transamerica Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.