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Atomi Financial Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Atomi Financial 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
Q3 		– Sell
-2,855
Closed -$299K – 909
2024
Q2 		$299K Buy
2,855
+569
+25% +$59.1K 0.02% 587
2024
Q1 		$241K Buy
+2,286
New +$235K 0.02% 612

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Atomi Financial Group's ACWV Position: Q3 2024 in Review

Atomi Financial Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2024, closing a stake of 2,855 shares — an estimated $299K sold.

Atomi Financial Group first reported a position in ACWV in Q1 2024 and held it in 2 quarters. The position peaked at $299K in Q2 2024. 311 funds tracked by Wall St. Rank hold ACWV as of Q3 2024.

  • Atomi Financial Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Atomi Financial Group sold 2,855 iShares MSCI Global Min Vol Factor ETF shares in Q3 2024, an estimated $299K.
  • Atomi Financial Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2024 and held it in 2 quarters.
  • Atomi Financial Group's iShares MSCI Global Min Vol Factor ETF position peaked at $299K in Q2 2024.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2024.

Based on Atomi Financial Group's 13F filing for Q3 2024, filed 8 Oct 2024.