AW
ACWV icon

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

Alaethes Wealth’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 		– Sell
-256
Closed -$27K – 105
2022
Q1 		$27K Sell
256
-172
-40% -$17.7K 0.02% 156
2021
Q4 		$46K Buy
+428
New +$45.3K 0.03% 138

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
SEI Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alaethes Wealth's ACWV Position: Q2 2022 in Review

Alaethes Wealth sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2022, closing a stake of 256 shares — an estimated $27K sold.

Alaethes Wealth first reported a position in ACWV in Q4 2021 and held it in 2 quarters. The position peaked at $46K in Q4 2021. 303 funds tracked by Wall St. Rank hold ACWV as of Q2 2022.

  • Alaethes Wealth reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Alaethes Wealth sold 256 iShares MSCI Global Min Vol Factor ETF shares in Q2 2022, an estimated $27K.
  • Alaethes Wealth first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and held it in 2 quarters.
  • Alaethes Wealth's iShares MSCI Global Min Vol Factor ETF position peaked at $46K in Q4 2021.
  • 303 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.