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Watson Rebecca’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Watson Rebecca’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
2020
Q3 		$294K Hold
3,195
– – 0.17% 61
2020
Q2 		$280K Hold
3,195
– – 0.17% 58
2020
Q1 		$274K Buy
3,195
+100
+3% +$9.22K 0.19% 59
2019
Q4 		$297K Buy
+3,095
New +$295K 0.18% 65

Other funds holding ACWV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Watson Rebecca's ACWV Position: Q3 2020 in Review

Watson Rebecca held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2020 at 3,195 shares worth $294K. The position accounts for 0.17% of the portfolio, ranked #61.

Watson Rebecca first reported a position in ACWV in Q4 2019 and has held it in 4 quarters since. The position peaked at $297K in Q4 2019. 256 funds tracked by Wall St. Rank hold ACWV as of Q3 2020.

  • Watson Rebecca held 3,195 shares of iShares MSCI Global Min Vol Factor ETF worth $294K as of Q3 2020.
  • Watson Rebecca left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2020.
  • iShares MSCI Global Min Vol Factor ETF made up 0.17% of Watson Rebecca's portfolio in Q3 2020, its #61 holding.
  • Watson Rebecca first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and has held it in 4 quarters since.
  • Watson Rebecca's iShares MSCI Global Min Vol Factor ETF position peaked at $297K in Q4 2019.
  • 256 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.