ACM
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Allred Capital Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Allred Capital 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
2021
Q2 		– Sell
-193
Closed -$19K – 191
2021
Q1 		$19K Buy
+193
New +$18.7K 0.01% 546
2020
Q1 		– Sell
-1,379
Closed -$132K – 144
2019
Q4 		$132K Buy
+1,379
New +$131K 0.07% 184
2019
Q2 		– Sell
-2,328
Closed -$208K – 179
2019
Q1 		$208K Sell
2,328
-228
-9% -$19.6K 0.12% 175
2018
Q4 		$207K Buy
+2,556
New +$216K 0.14% 161

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return