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Weatherstone Capital Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Weatherstone Capital Management’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
2014
Q1 		– Sell
-68,908
Closed -$4.38M – 68
2013
Q4 		$4.38M Buy
68,908
+36,940
+116% +$2.34M 0.98% 20
2013
Q3 		$1.98M Buy
+31,968
New +$1.96M 0.51% 27

Other funds holding ACWV

KWILP
Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Weatherstone Capital Management's ACWV Position: Q1 2014 in Review

Weatherstone Capital Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2014, closing a stake of 68,908 shares — an estimated $4.38M sold.

Weatherstone Capital Management first reported a position in ACWV in Q3 2013 and held it in 2 quarters. The position peaked at $4.38M in Q4 2013. 35 funds tracked by Wall St. Rank hold ACWV as of Q1 2014.

  • Weatherstone Capital Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2014 after selling out during the quarter.
  • Weatherstone Capital Management sold 68,908 iShares MSCI Global Min Vol Factor ETF shares in Q1 2014, an estimated $4.38M.
  • Weatherstone Capital Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2013 and held it in 2 quarters.
  • Weatherstone Capital Management's iShares MSCI Global Min Vol Factor ETF position peaked at $4.38M in Q4 2013.
  • 35 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2014.

Based on Weatherstone Capital Management's 13F filing for Q1 2014, filed 13 May 2014.