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AXS Investments’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

AXS Investments’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
-153,526
Closed -$15.8M – 173
2021
Q3 		$15.8M Buy
+153,526
New +$16.2M 5.91% 5

Other funds holding ACWV

W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
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
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AXS Investments's ACWV Position: Q4 2021 in Review

AXS Investments sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2021, closing a stake of 153,526 shares — an estimated $15.8M sold.

AXS Investments first reported a position in ACWV in Q3 2021 and held it in 1 quarter. The position peaked at $15.8M in Q3 2021. 315 funds tracked by Wall St. Rank hold ACWV as of Q4 2021.

  • AXS Investments reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
  • AXS Investments sold 153,526 iShares MSCI Global Min Vol Factor ETF shares in Q4 2021, an estimated $15.8M.
  • AXS Investments first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2021 and held it in 1 quarter.
  • AXS Investments's iShares MSCI Global Min Vol Factor ETF position peaked at $15.8M in Q3 2021.
  • 315 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2021.

Based on AXS Investments's 13F filing for Q4 2021, filed 9 Feb 2022.