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B. Riley Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

B. Riley Wealth Advisors’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
Q4 		$5.61M Sell
51,330
-35,944
-41% -$4.07M 0.18% 121
2024
Q3 		$9.96M Buy
+87,274
New +$9.6M 0.28% 73
2022
Q2 		– Sell
-3,988
Closed -$418K – 1234
2022
Q1 		$418K Buy
3,988
+977
+32% +$101K 0.01% 842
2021
Q4 		$326K Sell
3,011
-780
-21% -$82.5K 0.01% 1023
2021
Q3 		$390K Hold
3,791
– – 0.01% 904
2021
Q2 		$390K Buy
3,791
+64
+2% +$6.54K 0.01% 896
2021
Q1 		$368K Buy
3,727
+650
+21% +$63.1K 0.01% 888
2020
Q4 		$299K Sell
3,077
-1,401
-31% -$132K 0.02% 756
2020
Q3 		$408K Sell
4,478
-1,009
-18% -$92.2K 0.02% 608
2020
Q2 		$481K Sell
5,487
-2,052
-27% -$178K 0.03% 473
2020
Q1 		$606K Sell
7,539
-3,568
-32% -$329K 0.05% 344
2019
Q4 		$1.06M Buy
11,107
+2,145
+24% +$204K 0.09% 234
2019
Q3 		$850K Buy
8,962
+429
+5% +$40K 0.08% 249
2019
Q2 		$786K Buy
8,533
+211
+3% +$19K 0.09% 244
2019
Q1 		$745K Buy
8,322
+355
+4% +$30.5K 0.09% 239
2018
Q4 		$648K Sell
7,967
-1,219
-13% -$103K 0.09% 235
2018
Q3 		$808K Sell
9,186
-92
-1% -$7.91K 0.1% 223
2018
Q2 		$771K Sell
9,278
-9
-0.1% -$754 0.1% 215
2018
Q1 		$779K Buy
9,287
+65
+0.7% +$5.49K 0.11% 206
2017
Q4 		$778K Buy
9,222
+1,970
+27% +$164K 0.11% 215
2017
Q3 		$591K Buy
7,252
+1,589
+28% +$128K 0.1% 228
2017
Q2 		$448K Buy
5,663
+2,145
+61% +$169K 0.08% 273
2017
Q1 		$272K Buy
+3,518
New +$265K 0.05% 379
2015
Q1 		– Sell
-165
Closed -$11 – 599
2014
Q4 		$11 Buy
+165
New +$11.3K ﹤0.01% 2798
2014
Q3 		– Sell
-484
Closed -$32.4K – 679
2014
Q2 		$32.4K Buy
+484
New +$31.8K 0.01% 1219

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B. Riley Wealth Advisors's ACWV Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 41% in Q4 2024, selling an estimated $4.07M and leaving 51,330 shares worth $5.61M. The position accounts for 0.18% of the portfolio, ranked #121.

B. Riley Wealth Advisors first reported a position in ACWV in Q2 2014 and has held it in 25 quarters since. The position peaked at $9.96M in Q3 2024. 315 funds tracked by Wall St. Rank hold ACWV as of Q4 2024.

  • B. Riley Wealth Advisors held 51,330 shares of iShares MSCI Global Min Vol Factor ETF worth $5.61M as of Q4 2024.
  • B. Riley Wealth Advisors sold 35,944 iShares MSCI Global Min Vol Factor ETF shares in Q4 2024, an estimated $4.07M.
  • iShares MSCI Global Min Vol Factor ETF made up 0.18% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #121 holding.
  • B. Riley Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $9.96M in Q3 2024.
  • 315 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.