American Portfolios Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

American Portfolios 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
2022 Q3	$95.2K	Hold	1,075	–	–	﹤0.01%	1386
2022 Q2	$102K	Sell	1,075 -612	-36%	-$60.6K	﹤0.01%	1390
2022 Q1	$177K	Buy	1,687 +756	+81%	+$78K	0.01%	1223
2021 Q4	$101K	Hold	931	–	–	﹤0.01%	1506
2021 Q3	$95.6K	Buy	931 +50	+6%	+$5.26K	﹤0.01%	1477
2021 Q2	$90.6K	Buy	881 +200	+29%	+$20.4K	﹤0.01%	1471
2021 Q1	$67.2K	Hold	681	–	–	﹤0.01%	1476
2020 Q4	$66K	Sell	681 -588	-46%	-$55.6K	﹤0.01%	1326
2020 Q3	$117K	Buy	1,269 +396	+45%	+$36.2K	0.01%	1006
2020 Q2	$76.5K	Buy	873 +89	+11%	+$7.7K	0.01%	1116
2020 Q1	$63K	Hold	784	–	–	0.01%	1072
2019 Q4	$75.1K	Buy	784 +724	+1,207%	+$68.9K	0.01%	1188
2019 Q3	$5.68K	Sell	60 -245	-80%	-$22.8K	﹤0.01%	2152
2019 Q2	$28.1K	Buy	305 +245	+408%	+$22.1K	﹤0.01%	1526
2019 Q1	$5.37K	Hold	60	–	–	﹤0.01%	2071
2018 Q4	$4.88K	Hold	60	–	–	﹤0.01%	1886
2018 Q3	$5.27K	Hold	60	–	–	﹤0.01%	1987
2018 Q2	$4.98K	Hold	60	–	–	﹤0.01%	1984
2018 Q1	$5.03K	Hold	60	–	–	﹤0.01%	1877
2017 Q4	$5.06K	Buy	+60	New	+$4.99K	﹤0.01%	1833

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 $116B AUM 26.37% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Portfolios Advisors's ACWV Position: Q3 2022 in Review

American Portfolios Advisors held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2022 at 1,075 shares worth $95.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

American Portfolios Advisors first reported a position in ACWV in Q4 2017 and has held it in 20 quarters since. The position peaked at $177K in Q1 2022. 293 funds tracked by Wall St. Rank hold ACWV as of Q3 2022.

American Portfolios Advisors held 1,075 shares of iShares MSCI Global Min Vol Factor ETF worth $95.2K as of Q3 2022.
American Portfolios Advisors left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2022.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1386 holding.
American Portfolios Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $177K in Q1 2022.
293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.