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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atlas Capital Advisors's ACWV Position: Q3 2023 in Review

Atlas Capital Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2023, closing a stake of 350 shares — an estimated $34.3K sold.

Atlas Capital Advisors first reported a position in ACWV in Q2 2021 and held it in 9 quarters. The position peaked at $82.2K in Q1 2023. 291 funds tracked by Wall St. Rank hold ACWV as of Q3 2023.

Atlas Capital Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
Atlas Capital Advisors sold 350 iShares MSCI Global Min Vol Factor ETF shares in Q3 2023, an estimated $34.3K.
Atlas Capital Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2021 and held it in 9 quarters.
Atlas Capital Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $82.2K in Q1 2023.
291 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2023.

Based on Atlas Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.