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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.7T 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 $75.5B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return