ACA
ACWV icon

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

Atlas Capital 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
2023
Q3 		– Sell
-350
Closed -$34.3K – 872
2023
Q2 		$34.3K Sell
350
-500
-59% -$49.1K 0.01% 616
2023
Q1 		$82.2K Hold
850
– – 0.01% 498
2022
Q4 		$80.8K Hold
850
– – 0.01% 473
2022
Q3 		$75.3K Buy
850
+650
+325% +$62.1K 0.01% 484
2022
Q2 		$18.9K Hold
200
– – ﹤0.01% 693
2022
Q1 		$21K Hold
200
– – ﹤0.01% 634
2021
Q4 		$21.7K Hold
200
– – ﹤0.01% 626
2021
Q3 		$20.5K Hold
200
– – ﹤0.01% 638
2021
Q2 		$20.6K Buy
+200
New +$20.4K ﹤0.01% 647

Other funds holding ACWV

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 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
Jane Street
Jane Street New York $93.1B AUM 61.18% 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