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Bridge Advisory’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Bridge Advisory’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
2024
Q3 		$450K Buy
3,929
+13
+0.3% +$1.43K 0.21% 72
2024
Q2 		$410K Sell
3,916
-98
-2% -$10.2K 0.2% 73
2024
Q1 		$423K Sell
4,014
-705
-15% -$72.4K 0.21% 74
2023
Q4 		$474K Sell
4,719
-2,297
-33% -$223K 0.24% 73
2023
Q3 		$669K Sell
7,016
-7
-0.1% -$685 0.23% 79
2023
Q2 		$689K Buy
7,023
+46
+0.7% +$4.52K 0.25% 73
2023
Q1 		$675K Sell
6,977
-3,753
-35% -$358K 0.26% 68
2022
Q4 		$1.02M Sell
10,730
-827
-7% -$77.6K 0.43% 55
2022
Q3 		$1.02M Sell
11,557
-516
-4% -$49.3K 0.5% 46
2022
Q2 		$1.15M Sell
12,073
-2,466
-17% -$244K 0.55% 39
2022
Q1 		$1.52M Sell
14,539
-7,734
-35% -$798K 0.67% 32
2021
Q4 		$2.41M Sell
22,273
-387
-2% -$40.9K 1.09% 20
2021
Q3 		$2.33M Sell
22,660
-250
-1% -$26.3K 1.15% 19
2021
Q2 		$2.36M Sell
22,910
-7,194
-24% -$735K 1.2% 17
2021
Q1 		$2.97M Sell
30,104
-1,379
-4% -$134K 1.84% 13
2020
Q4 		$3.05M Buy
+31,483
New +$2.98M 1.44% 15

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bridge Advisory's ACWV Position: Q3 2024 in Review

Bridge Advisory increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.33% in Q3 2024, buying an estimated $1.43K and bringing the position to 3,929 shares worth $450K. The position accounts for 0.21% of the portfolio, ranked #72.

Bridge Advisory first reported a position in ACWV in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.05M in Q4 2020. 311 funds tracked by Wall St. Rank hold ACWV as of Q3 2024.

  • Bridge Advisory held 3,929 shares of iShares MSCI Global Min Vol Factor ETF worth $450K as of Q3 2024.
  • Bridge Advisory bought 13 iShares MSCI Global Min Vol Factor ETF shares in Q3 2024, an estimated $1.43K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.21% of Bridge Advisory's portfolio in Q3 2024, its #72 holding.
  • Bridge Advisory first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and has held it in 16 quarters since.
  • Bridge Advisory's iShares MSCI Global Min Vol Factor ETF position peaked at $3.05M in Q4 2020.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.