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Whitney & Co’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Whitney & Co’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
2018
Q3 		– Sell
-127
Closed -$11K – 535
2018
Q2 		$11K Buy
+127
New +$10.6K ﹤0.01% 234

Other funds holding ACWV

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 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

Whitney & Co's ACWV Position: Q3 2018 in Review

Whitney & Co sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2018, closing a stake of 127 shares — an estimated $11K sold.

Whitney & Co first reported a position in ACWV in Q2 2018 and held it in 1 quarter. The position peaked at $11K in Q2 2018. 168 funds tracked by Wall St. Rank hold ACWV as of Q3 2018.

  • Whitney & Co reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2018 after selling out during the quarter.
  • Whitney & Co sold 127 iShares MSCI Global Min Vol Factor ETF shares in Q3 2018, an estimated $11K.
  • Whitney & Co first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2018 and held it in 1 quarter.
  • Whitney & Co's iShares MSCI Global Min Vol Factor ETF position peaked at $11K in Q2 2018.
  • 168 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2018.

Based on Whitney & Co's 13F filing for Q3 2018, filed 13 Nov 2018.