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 $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

RWA

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

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

LWM

Liberty Wealth Management Oakland, California $800M AUM 22.73% 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

Walled Lake Planning & Wealth Management's ACWV Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2021, closing a stake of 972 shares — an estimated $100K sold.

Walled Lake Planning & Wealth Management first reported a position in ACWV in Q2 2020 and held it in 6 quarters. The position peaked at $100K in Q3 2021. 314 funds tracked by Wall St. Rank hold ACWV as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 972 iShares MSCI Global Min Vol Factor ETF shares in Q4 2021, an estimated $100K.
Walled Lake Planning & Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2020 and held it in 6 quarters.
Walled Lake Planning & Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $100K in Q3 2021.
314 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.