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Wealth & Pension Services Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Wealth & Pension Services 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
2019
Q3 		$430K Hold
4,539
– – 0.31% 82
2019
Q2 		$418K Hold
4,539
– – 0.3% 79
2019
Q1 		$406K Buy
+4,539
New +$390K 0.32% 79

Other funds holding ACWV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Wealth & Pension Services Group's ACWV Position: Q3 2019 in Review

Wealth & Pension Services Group held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2019 at 4,539 shares worth $430K. The position accounts for 0.31% of the portfolio, ranked #82.

Wealth & Pension Services Group first reported a position in ACWV in Q1 2019 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold ACWV as of Q3 2019.

  • Wealth & Pension Services Group held 4,539 shares of iShares MSCI Global Min Vol Factor ETF worth $430K as of Q3 2019.
  • Wealth & Pension Services Group left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2019.
  • iShares MSCI Global Min Vol Factor ETF made up 0.31% of Wealth & Pension Services Group's portfolio in Q3 2019, its #82 holding.
  • Wealth & Pension Services Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2019 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.