Weaver Consulting Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Weaver Consulting 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
2020 Q4	–	Sell	-271	Closed	-$25K	–	149
2020 Q3	$25K	Hold	271	–	–	0.01%	371
2020 Q2	$24K	Hold	271	–	–	0.01%	360
2020 Q1	$22K	Hold	271	–	–	0.01%	317
2019 Q4	$26K	Buy	271 +151	+126%	+$14.4K	0.01%	327
2019 Q3	$11K	Hold	120	–	–	0.01%	448
2019 Q2	$11K	Hold	120	–	–	0.01%	432
2019 Q1	$11K	Buy	+120	New	+$10.3K	﹤0.01%	896

Other funds holding ACWV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Weaver Consulting Group's ACWV Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2020, closing a stake of 271 shares — an estimated $25K sold.

Weaver Consulting Group first reported a position in ACWV in Q1 2019 and held it in 7 quarters. The position peaked at $26K in Q4 2019. 300 funds tracked by Wall St. Rank hold ACWV as of Q4 2020.

Weaver Consulting Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 271 iShares MSCI Global Min Vol Factor ETF shares in Q4 2020, an estimated $25K.
Weaver Consulting Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's iShares MSCI Global Min Vol Factor ETF position peaked at $26K in Q4 2019.
300 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.