AWM
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Abound Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Abound Wealth Management’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
2025
Q1 		– Sell
-322
Closed -$35.2K – 1270
2024
Q4 		$35.2K Buy
+322
New +$36.5K 0.01% 213

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Abound Wealth Management's ACWV Position: Q1 2025 in Review

Abound Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2025, closing a stake of 322 shares — an estimated $35.2K sold.

Abound Wealth Management first reported a position in ACWV in Q4 2024 and held it in 1 quarter. The position peaked at $35.2K in Q4 2024. 327 funds tracked by Wall St. Rank hold ACWV as of Q1 2025.

  • Abound Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Abound Wealth Management sold 322 iShares MSCI Global Min Vol Factor ETF shares in Q1 2025, an estimated $35.2K.
  • Abound Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and held it in 1 quarter.
  • Abound Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $35.2K in Q4 2024.
  • 327 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2025.

Based on Abound Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.