Brewin Dolphin Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Brewin Dolphin Wealth Management’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	$0	Hold	1	–	–	﹤0.01%	343
2022 Q1	$0	Hold	1	–	–	﹤0.01%	373
2021 Q4	$0	Hold	1	–	–	﹤0.01%	321
2021 Q3	$90	Hold	1	–	–	﹤0.01%	332
2021 Q2	$90	Buy	+1	New	+$102	﹤0.01%	334

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brewin Dolphin Wealth Management's ACWV Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2022 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Brewin Dolphin Wealth Management first reported a position in ACWV in Q2 2021 and has held it in 5 quarters since. The position peaked at $90 in Q3 2021. 303 funds tracked by Wall St. Rank hold ACWV as of Q2 2022.

Brewin Dolphin Wealth Management held 1 share of iShares MSCI Global Min Vol Factor ETF worth $0 as of Q2 2022.
Brewin Dolphin Wealth Management left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2022.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #343 holding.
Brewin Dolphin Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2021 and has held it in 5 quarters since.
Brewin Dolphin Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $90 in Q3 2021.
303 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.