WAS
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Wealth Advisory Solutions’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Wealth Advisory Solutions’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
Q1 		– Sell
-2,654
Closed -$254K – 134
2020
Q4 		$254K Sell
2,654
-45,289
-94% -$4.28M 0.07% 137
2020
Q3 		$4.41M Buy
47,943
+23
+0% +$2.1K 1.17% 27
2020
Q2 		$4.2M Buy
47,920
+4,612
+11% +$399K 1.17% 27
2020
Q1 		$3.48M Sell
43,308
-2,808
-6% -$259K 1.18% 24
2019
Q4 		$4.42M Buy
+46,116
New +$4.39M 1.16% 22

Other funds holding ACWV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return