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

Accel 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
2023 Q2	–	Sell	-230	Closed	-$22.3K	–	177
2023 Q1	$22.3K	Hold	230	–	–	0.01%	677
2022 Q4	$21.9K	Hold	230	–	–	0.01%	528
2022 Q3	$21K	Hold	230	–	–	0.01%	540
2022 Q2	$22K	Hold	230	–	–	0.01%	519
2022 Q1	$24K	Hold	230	–	–	0.01%	508
2021 Q4	$25K	Hold	230	–	–	0.01%	517
2021 Q3	$24K	Hold	230	–	–	0.02%	461
2021 Q2	$24K	Hold	230	–	–	0.02%	489
2021 Q1	$23K	Hold	230	–	–	0.02%	466
2020 Q4	$22K	Buy	+230	New	+$21.7K	0.02%	461

Other funds holding ACWV

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return