Walled Lake Planning & Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-972	Closed	-$100K	–	104
2021 Q3	$100K	Hold	972	–	–	0.06%	117
2021 Q2	$100K	Buy	972 +68	+8%	+$6.95K	0.07%	116
2021 Q1	$89K	Buy	904 +20	+2%	+$1.94K	0.06%	116
2020 Q4	$86K	Buy	884 +148	+20%	+$14K	0.07%	106
2020 Q3	$68K	Buy	736 +139	+23%	+$12.7K	0.06%	109
2020 Q2	$52K	Buy	+597	New	+$51.7K	0.04%	107

Other funds holding ACWV

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

Bank of America

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

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return