Betterment LLC
ACWV icon

Betterment LLC’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Betterment LLC’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
2023
Q2 		– Sell
-36,284
Closed -$3.51M – 282
2023
Q1 		$3.51M Sell
36,284
-2,713
-7% -$259K 0.01% 97
2022
Q4 		$3.71M Sell
38,997
-5,128
-12% -$481K 0.01% 96
2022
Q3 		$4.17M Hold
44,125
– – 0.01% 91
2022
Q2 		$4.17M Sell
44,125
-4,227
-9% -$419K 0.01% 91
2022
Q1 		$5.07M Sell
48,352
-6,417
-12% -$662K 0.02% 88
2021
Q4 		$5.93M Sell
54,769
-5,261
-9% -$556K 0.02% 77
2021
Q3 		$6.17M Sell
60,030
-6,213
-9% -$654K 0.02% 73
2021
Q2 		$6.81M Buy
+66,243
New +$6.77M 0.02% 66

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AL
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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC's ACWV Position: Q2 2023 in Review

Betterment LLC sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2023, closing a stake of 36,284 shares — an estimated $3.51M sold.

Betterment LLC first reported a position in ACWV in Q2 2021 and held it in 8 quarters. The position peaked at $6.81M in Q2 2021. 293 funds tracked by Wall St. Rank hold ACWV as of Q2 2023.

  • Betterment LLC reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Betterment LLC sold 36,284 iShares MSCI Global Min Vol Factor ETF shares in Q2 2023, an estimated $3.51M.
  • Betterment LLC first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2021 and held it in 8 quarters.
  • Betterment LLC's iShares MSCI Global Min Vol Factor ETF position peaked at $6.81M in Q2 2021.
  • 293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2023.

Based on Betterment LLC's 13F filing for Q2 2023, filed 7 Aug 2023.