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

Advisor 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
2022 Q2	$381K	Sell	4,029 -502	-11%	-$49.7K	0.03%	564
2022 Q1	$475K	Sell	4,531 -56	-1%	-$5.78K	0.03%	531
2021 Q4	$497K	Buy	4,587 +127	+3%	+$13.4K	0.03%	513
2021 Q3	$458K	Sell	4,460 -190	-4%	-$20K	0.03%	511
2021 Q2	$479K	Sell	4,650 -319	-6%	-$32.6K	0.03%	518
2021 Q1	$490K	Sell	4,969 -69	-1%	-$6.69K	0.04%	484
2020 Q4	$489K	Sell	5,038 -62	-1%	-$5.86K	0.04%	460
2020 Q3	$466K	Buy	5,100 +1,604	+46%	+$147K	0.04%	407
2020 Q2	$307K	Sell	3,496 -1,077	-24%	-$93.2K	0.03%	513
2020 Q1	$368K	Buy	4,573 +1,778	+64%	+$164K	0.04%	386
2019 Q4	$272K	Buy	+2,795	New	+$266K	0.03%	514

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

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

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

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

Advisor Partners's ACWV Position: Q2 2022 in Review

Advisor Partners reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 11% in Q2 2022, selling an estimated $49.7K and leaving 4,029 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #564.

Advisor Partners first reported a position in ACWV in Q4 2019 and has held it in 11 quarters since. The position peaked at $497K in Q4 2021. 303 funds tracked by Wall St. Rank hold ACWV as of Q2 2022.

Advisor Partners held 4,029 shares of iShares MSCI Global Min Vol Factor ETF worth $381K as of Q2 2022.
Advisor Partners sold 502 iShares MSCI Global Min Vol Factor ETF shares in Q2 2022, an estimated $49.7K.
iShares MSCI Global Min Vol Factor ETF made up 0.03% of Advisor Partners's portfolio in Q2 2022, its #564 holding.
Advisor Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and has held it in 11 quarters since.
Advisor Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $497K in Q4 2021.
303 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.