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Armstrong Advisory Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Armstrong Advisory Group’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
2024
Q4 		– Sell
-10
Closed -$1.15K – 843
2024
Q3 		$1.15K Buy
+10
New +$1.1K ﹤0.01% 751

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T 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 $377B 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 $666B 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 $432B AUM 30.22% 1-Year Est. Return

Armstrong Advisory Group's ACWV Position: Q4 2024 in Review

Armstrong Advisory Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2024, closing a stake of 10 shares — an estimated $1.15K sold.

Armstrong Advisory Group first reported a position in ACWV in Q3 2024 and held it in 1 quarter. The position peaked at $1.15K in Q3 2024. 315 funds tracked by Wall St. Rank hold ACWV as of Q4 2024.

  • Armstrong Advisory Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Armstrong Advisory Group sold 10 iShares MSCI Global Min Vol Factor ETF shares in Q4 2024, an estimated $1.15K.
  • Armstrong Advisory Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2024 and held it in 1 quarter.
  • Armstrong Advisory Group's iShares MSCI Global Min Vol Factor ETF position peaked at $1.15K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2024.

Based on Armstrong Advisory Group's 13F filing for Q4 2024, filed 14 Jan 2025.