AC
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Avant Capital’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Avant Capital’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
Q1 		– Sell
-2,140
Closed -$203K – 57
2022
Q4 		$203K Buy
+2,140
New +$201K 0.25% 56
2022
Q3 		– Sell
-2,149
Closed -$203K – 51
2022
Q2 		$203K Buy
2,149
+14
+0.7% +$1.39K 0.26% 53
2022
Q1 		$224K Sell
2,135
-114
-5% -$11.8K 0.25% 54
2021
Q4 		$244K Buy
+2,249
New +$238K 0.27% 52

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AL
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Jane Street
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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Avant Capital's ACWV Position: Q1 2023 in Review

Avant Capital sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2023, closing a stake of 2,140 shares — an estimated $203K sold.

Avant Capital first reported a position in ACWV in Q4 2021 and held it in 4 quarters. The position peaked at $244K in Q4 2021. 296 funds tracked by Wall St. Rank hold ACWV as of Q1 2023.

  • Avant Capital reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Avant Capital sold 2,140 iShares MSCI Global Min Vol Factor ETF shares in Q1 2023, an estimated $203K.
  • Avant Capital first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and held it in 4 quarters.
  • Avant Capital's iShares MSCI Global Min Vol Factor ETF position peaked at $244K in Q4 2021.
  • 296 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2023.

Based on Avant Capital's 13F filing for Q1 2023, filed 12 May 2023.