Avior Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Avior Wealth Management’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 Q2	–	Sell	-530	Closed	-$55.8K	–	2272
2024 Q1	$55.8K	Hold	530	–	–	﹤0.01%	1194
2023 Q4	$53.2K	Hold	530	–	–	﹤0.01%	719
2023 Q3	$50.6K	Hold	530	–	–	﹤0.01%	756
2023 Q2	$52K	Buy	530 +100	+23%	+$9.82K	﹤0.01%	752
2023 Q1	$41.6K	Hold	430	–	–	﹤0.01%	819
2022 Q4	$40.9K	Hold	430	–	–	﹤0.01%	650
2022 Q3	$38K	Hold	430	–	–	﹤0.01%	644
2022 Q2	$40K	Hold	430	–	–	﹤0.01%	604
2022 Q1	$45K	Hold	430	–	–	﹤0.01%	612
2021 Q4	$46K	Buy	+430	New	+$45.5K	﹤0.01%	594

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avior Wealth Management's ACWV Position: Q2 2024 in Review

Avior Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2024, closing a stake of 530 shares — an estimated $55.8K sold.

Avior Wealth Management first reported a position in ACWV in Q4 2021 and held it in 10 quarters. The position peaked at $55.8K in Q1 2024. 305 funds tracked by Wall St. Rank hold ACWV as of Q2 2024.

Avior Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 530 iShares MSCI Global Min Vol Factor ETF shares in Q2 2024, an estimated $55.8K.
Avior Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and held it in 10 quarters.
Avior Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $55.8K in Q1 2024.
305 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.