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

WealthShield Partners’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 Q3	–	Sell	-273	Closed	-$28K	–	236
2021 Q2	$28K	Sell	273 -289	-51%	-$29.5K	﹤0.01%	592
2021 Q1	$55K	Sell	562 -5,687	-91%	-$552K	0.01%	434
2020 Q4	$605K	Sell	6,249 -796	-11%	-$75.2K	0.11%	146
2020 Q3	$648K	Buy	+7,045	New	+$644K	0.23%	101

Other funds holding ACWV

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthShield Partners's ACWV Position: Q3 2021 in Review

WealthShield Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2021, closing a stake of 273 shares — an estimated $28K sold.

WealthShield Partners first reported a position in ACWV in Q3 2020 and held it in 4 quarters. The position peaked at $648K in Q3 2020. 286 funds tracked by Wall St. Rank hold ACWV as of Q3 2021.

WealthShield Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 273 iShares MSCI Global Min Vol Factor ETF shares in Q3 2021, an estimated $28K.
WealthShield Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2020 and held it in 4 quarters.
WealthShield Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $648K in Q3 2020.
286 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.