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Whittier Trust’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Whittier Trust’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
2015
Q3 		– Sell
-1,250
Closed -$87K – 1166
2015
Q2 		$87K Buy
+1,250
New +$90.6K ﹤0.01% 624

Other funds holding ACWV

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Whittier Trust's ACWV Position: Q3 2015 in Review

Whittier Trust sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2015, closing a stake of 1,250 shares — an estimated $87K sold.

Whittier Trust first reported a position in ACWV in Q2 2015 and held it in 1 quarter. The position peaked at $87K in Q2 2015. 66 funds tracked by Wall St. Rank hold ACWV as of Q3 2015.

  • Whittier Trust reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2015 after selling out during the quarter.
  • Whittier Trust sold 1,250 iShares MSCI Global Min Vol Factor ETF shares in Q3 2015, an estimated $87K.
  • Whittier Trust first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2015 and held it in 1 quarter.
  • Whittier Trust's iShares MSCI Global Min Vol Factor ETF position peaked at $87K in Q2 2015.
  • 66 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2015.

Based on Whittier Trust's 13F filing for Q3 2015, filed 12 Nov 2015.