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Ullmann Wealth Partners Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Ullmann Wealth Partners Group’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
Q3 		– Sell
-209
Closed -$16K – 52
2017
Q2 		$16K Buy
+209
New +$16.5K 0.01% 126

Other funds holding ACWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ullmann Wealth Partners Group's ACWV Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2017, closing a stake of 209 shares — an estimated $16K sold.

Ullmann Wealth Partners Group first reported a position in ACWV in Q2 2017 and held it in 1 quarter. The position peaked at $16K in Q2 2017. 134 funds tracked by Wall St. Rank hold ACWV as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 209 iShares MSCI Global Min Vol Factor ETF shares in Q3 2017, an estimated $16K.
  • Ullmann Wealth Partners Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2017 and held it in 1 quarter.
  • Ullmann Wealth Partners Group's iShares MSCI Global Min Vol Factor ETF position peaked at $16K in Q2 2017.
  • 134 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.