West Coast Financial’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

West Coast Financial’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 Q1	–	Sell	-2,125	Closed	-$206K	–	125
2020 Q4	$206K	Sell	2,125 -500	-19%	-$47.3K	0.04%	117
2020 Q3	$241K	Hold	2,625	–	–	0.05%	100
2020 Q2	$230K	Hold	2,625	–	–	0.06%	99
2020 Q1	$211K	Sell	2,625 -2,000	-43%	-$184K	0.06%	94
2019 Q4	$443K	Hold	4,625	–	–	0.09%	81
2019 Q3	$438K	Hold	4,625	–	–	0.1%	86
2019 Q2	$426K	Hold	4,625	–	–	0.1%	85
2019 Q1	$414K	Sell	4,625 -500	-10%	-$43K	0.1%	89
2018 Q4	$416K	Buy	+5,125	New	+$433K	0.12%	82

Other funds holding ACWV

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

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

West Coast Financial's ACWV Position: Q1 2021 in Review

West Coast Financial sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2021, closing a stake of 2,125 shares — an estimated $206K sold.

West Coast Financial first reported a position in ACWV in Q4 2018 and held it in 9 quarters. The position peaked at $443K in Q4 2019. 279 funds tracked by Wall St. Rank hold ACWV as of Q1 2021.

West Coast Financial reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
West Coast Financial sold 2,125 iShares MSCI Global Min Vol Factor ETF shares in Q1 2021, an estimated $206K.
West Coast Financial first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2018 and held it in 9 quarters.
West Coast Financial's iShares MSCI Global Min Vol Factor ETF position peaked at $443K in Q4 2019.
279 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2021.

Based on West Coast Financial's 13F filing for Q1 2021, filed 10 May 2021.