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

Atlas Private Wealth 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
2021 Q4	–	Sell	-555	Closed	-$57K	–	151
2021 Q3	$57K	Sell	555 -314	-36%	-$33.1K	0.03%	222
2021 Q2	$89K	Sell	869 -100	-10%	-$10.2K	0.05%	174
2021 Q1	$96K	Sell	969 -185	-16%	-$17.9K	0.05%	168
2020 Q4	$112K	Sell	1,154 -50	-4%	-$4.73K	0.08%	139
2020 Q3	$111K	Sell	1,204 -200	-14%	-$18.3K	0.09%	134
2020 Q2	$123K	Buy	+1,404	New	+$122K	0.11%	130

Other funds holding ACWV

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 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

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

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

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

LWM

Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Atlas Private Wealth Advisors's ACWV Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2021, closing a stake of 555 shares — an estimated $57K sold.

Atlas Private Wealth Advisors first reported a position in ACWV in Q2 2020 and held it in 6 quarters. The position peaked at $123K in Q2 2020. 314 funds tracked by Wall St. Rank hold ACWV as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 555 iShares MSCI Global Min Vol Factor ETF shares in Q4 2021, an estimated $57K.
Atlas Private Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $123K in Q2 2020.
314 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.