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) Canada, Ontario, Canada $128B AUM 35.83% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Accel Wealth Management's ACWV Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2023, closing a stake of 230 shares — an estimated $22.3K sold.

Accel Wealth Management first reported a position in ACWV in Q4 2020 and held it in 10 quarters. The position peaked at $25K in Q4 2021. 293 funds tracked by Wall St. Rank hold ACWV as of Q2 2023.

Accel Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 230 iShares MSCI Global Min Vol Factor ETF shares in Q2 2023, an estimated $22.3K.
Accel Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $25K in Q4 2021.
293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.