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Bard Financial Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Bard Financial Services’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
2022
Q2 		– Sell
-2,000
Closed -$210K – 292
2022
Q1 		$210K Hold
2,000
– – 0.02% 278
2021
Q4 		$217K Hold
2,000
– – 0.02% 262
2021
Q3 		$205K Hold
2,000
– – 0.02% 259
2021
Q2 		$206K Buy
+2,000
New +$204K 0.02% 259

Other funds holding ACWV

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Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bard Financial Services's ACWV Position: Q2 2022 in Review

Bard Financial Services sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2022, closing a stake of 2,000 shares — an estimated $210K sold.

Bard Financial Services first reported a position in ACWV in Q2 2021 and held it in 4 quarters. The position peaked at $217K in Q4 2021. 303 funds tracked by Wall St. Rank hold ACWV as of Q2 2022.

  • Bard Financial Services reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Bard Financial Services sold 2,000 iShares MSCI Global Min Vol Factor ETF shares in Q2 2022, an estimated $210K.
  • Bard Financial Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2021 and held it in 4 quarters.
  • Bard Financial Services's iShares MSCI Global Min Vol Factor ETF position peaked at $217K in Q4 2021.
  • 303 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2022.

Based on Bard Financial Services's 13F filing for Q2 2022, filed 6 Jul 2022.