AA
ACWV icon

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

Ancora 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
2025
Q1 		– Sell
-6
Closed -$664 – 1774
2024
Q4 		$664 Hold
6
– – ﹤0.01% 1663
2024
Q3 		$696 Hold
6
– – ﹤0.01% 1622
2024
Q2 		$636 Hold
6
– – ﹤0.01% 1690
2024
Q1 		$640 Sell
6
-3
-33% -$308 ﹤0.01% 1663
2023
Q4 		$903 Buy
+9
New +$873 ﹤0.01% 1555
2019
Q2 		– Sell
-3,766
Closed -$337K – 582
2019
Q1 		$337K Hold
3,766
– – 0.02% 483
2018
Q4 		$306K Hold
3,766
– – 0.01% 496
2018
Q3 		$331K Hold
3,766
– – 0.01% 562
2018
Q2 		$313K Hold
3,766
– – 0.01% 575
2018
Q1 		$316K Buy
+3,766
New +$318K 0.01% 563

Other funds holding ACWV

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SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return