YorkBridge Wealth Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-350	Closed	-$32K	–	176
2019 Q2	$32K	Hold	350	–	–	0.01%	413
2019 Q1	$31K	Hold	350	–	–	0.01%	406
2018 Q4	$28K	Hold	350	–	–	0.01%	387
2018 Q3	$31K	Hold	350	–	–	0.01%	417
2018 Q2	$29K	Hold	350	–	–	0.01%	439
2018 Q1	$29K	Hold	350	–	–	0.01%	439
2017 Q4	$29K	Hold	350	–	–	0.01%	436
2017 Q3	$28K	Buy	+350	New	+$28.2K	0.01%	447

Other funds holding ACWV

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

LWA

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

YorkBridge Wealth Partners's ACWV Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2019, closing a stake of 350 shares — an estimated $32K sold.

YorkBridge Wealth Partners first reported a position in ACWV in Q3 2017 and held it in 8 quarters. The position peaked at $32K in Q2 2019. 222 funds tracked by Wall St. Rank hold ACWV as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 350 iShares MSCI Global Min Vol Factor ETF shares in Q3 2019, an estimated $32K.
YorkBridge Wealth Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2017 and held it in 8 quarters.
YorkBridge Wealth Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $32K in Q2 2019.
222 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.