ASFA
ACWV icon

All Season Financial Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

All Season Financial Advisors’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
2021
Q4 		– Sell
-9,173
Closed -$942K – 132
2021
Q3 		$942K Buy
9,173
+3,302
+56% +$348K 0.76% 32
2021
Q2 		$604K Buy
+5,871
New +$600K 0.43% 46

Other funds holding ACWV

W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
AL
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

All Season Financial Advisors's ACWV Position: Q4 2021 in Review

All Season Financial Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2021, closing a stake of 9,173 shares — an estimated $942K sold.

All Season Financial Advisors first reported a position in ACWV in Q2 2021 and held it in 2 quarters. The position peaked at $942K in Q3 2021. 315 funds tracked by Wall St. Rank hold ACWV as of Q4 2021.

  • All Season Financial Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
  • All Season Financial Advisors sold 9,173 iShares MSCI Global Min Vol Factor ETF shares in Q4 2021, an estimated $942K.
  • All Season Financial Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2021 and held it in 2 quarters.
  • All Season Financial Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $942K in Q3 2021.
  • 315 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2021.

Based on All Season Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.