BCA
ACWV icon

Bay Colony Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Bay Colony 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
2022
Q3 		– Sell
-2,114
Closed -$206K – 323
2022
Q2 		$206K Sell
2,114
-27
-1% -$2.67K 0.05% 313
2022
Q1 		$224K Sell
2,141
-576
-21% -$59.4K 0.05% 315
2021
Q4 		$294K Sell
2,717
-203
-7% -$21.5K 0.08% 270
2021
Q3 		$300K Sell
2,920
-313
-10% -$33K 0.1% 248
2021
Q2 		$333K Buy
+3,233
New +$330K 0.11% 230
2020
Q1 		– Sell
-2,465
Closed -$243K – 170
2019
Q4 		$243K Buy
+2,465
New +$235K 0.16% 224
2018
Q3 		– Sell
-42
Closed -$3K – 221
2018
Q2 		$3K Buy
+42
New +$3.52K ﹤0.01% 825

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SEI Investments
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RWA
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BlackRock
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Bank of America
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
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WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return