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

WFG Advisors’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
2016
Q4 		– Sell
-444
Closed -$34K – 1544
2016
Q3 		$34K Hold
444
– – 0.01% 792
2016
Q2 		$34K Buy
444
+65
+17% +$4.81K 0.01% 793
2016
Q1 		$28K Buy
379
+250
+194% +$17.3K 0.01% 804
2015
Q4 		$9K Buy
129
+1
+0.8% +$70 ﹤0.01% 1102
2015
Q3 		$9K Sell
128
-605
-83% -$41.8K ﹤0.01% 1114
2015
Q2 		$51K Hold
733
– – 0.01% 716
2015
Q1 		$53K Sell
733
-719
-50% -$50.9K 0.01% 709
2014
Q4 		$100K Sell
1,452
-119
-8% -$8.14K 0.02% 634
2014
Q3 		$105K Buy
1,571
+734
+88% +$49.4K 0.02% 648
2014
Q2 		$56K Hold
837
– – 0.01% 863
2014
Q1 		$54K Buy
837
+175
+26% +$11K 0.01% 881
2013
Q4 		$42K Buy
662
+9
+1% +$571 0.01% 1062
2013
Q3 		$40K Buy
653
+8
+1% +$491 0.01% 1007
2013
Q2 		$39K Buy
+645
New +$40.1K 0.01% 978

Other funds holding ACWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WFG Advisors's ACWV Position: Q4 2016 in Review

WFG Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2016, closing a stake of 444 shares — an estimated $34K sold.

WFG Advisors first reported a position in ACWV in Q2 2013 and held it in 14 quarters. The position peaked at $105K in Q3 2014. 121 funds tracked by Wall St. Rank hold ACWV as of Q4 2016.

  • WFG Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 444 iShares MSCI Global Min Vol Factor ETF shares in Q4 2016, an estimated $34K.
  • WFG Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $105K in Q3 2014.
  • 121 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.