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Briaud Financial Planning’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Briaud Financial Planning’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
Q4 		– Sell
-109
Closed -$10K – 13
2023
Q3 		$10K Buy
+109
New +$10.7K 0.01% 106

Other funds holding ACWV

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Briaud Financial Planning's ACWV Position: Q4 2023 in Review

Briaud Financial Planning sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2023, closing a stake of 109 shares — an estimated $10K sold.

Briaud Financial Planning first reported a position in ACWV in Q3 2023 and held it in 1 quarter. The position peaked at $10K in Q3 2023. 304 funds tracked by Wall St. Rank hold ACWV as of Q4 2023.

  • Briaud Financial Planning reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Briaud Financial Planning sold 109 iShares MSCI Global Min Vol Factor ETF shares in Q4 2023, an estimated $10K.
  • Briaud Financial Planning first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2023 and held it in 1 quarter.
  • Briaud Financial Planning's iShares MSCI Global Min Vol Factor ETF position peaked at $10K in Q3 2023.
  • 304 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.