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

WealthOne’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
Q1 		– Sell
-587
Closed -$48K – 84
2018
Q4 		$48K Buy
+587
New +$49.6K 0.04% 180

Other funds holding ACWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

WealthOne's ACWV Position: Q1 2019 in Review

WealthOne sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2019, closing a stake of 587 shares — an estimated $48K sold.

WealthOne first reported a position in ACWV in Q4 2018 and held it in 1 quarter. The position peaked at $48K in Q4 2018. 201 funds tracked by Wall St. Rank hold ACWV as of Q1 2019.

  • WealthOne reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 587 iShares MSCI Global Min Vol Factor ETF shares in Q1 2019, an estimated $48K.
  • WealthOne first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's iShares MSCI Global Min Vol Factor ETF position peaked at $48K in Q4 2018.
  • 201 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.