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

Brown 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
2024 Q4	–	Sell	-2,521	Closed	-$289K	–	88
2024 Q3	$289K	Hold	2,521	–	–	0.1%	70
2024 Q2	$264K	Sell	2,521 -48	-2%	-$4.99K	0.11%	71
2024 Q1	$270K	Sell	2,569 -73	-3%	-$7.49K	0.11%	72
2023 Q4	$265K	Sell	2,642 -333	-11%	-$32.3K	0.12%	71
2023 Q3	$284K	Sell	2,975 -29,314	-91%	-$2.87M	0.14%	63
2023 Q2	$3.17M	Buy	+32,289	New	+$3.17M	1.64%	16

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brown Wealth Management's ACWV Position: Q4 2024 in Review

Brown Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2024, closing a stake of 2,521 shares — an estimated $289K sold.

Brown Wealth Management first reported a position in ACWV in Q2 2023 and held it in 6 quarters. The position peaked at $3.17M in Q2 2023. 315 funds tracked by Wall St. Rank hold ACWV as of Q4 2024.

Brown Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
Brown Wealth Management sold 2,521 iShares MSCI Global Min Vol Factor ETF shares in Q4 2024, an estimated $289K.
Brown Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2023 and held it in 6 quarters.
Brown Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $3.17M in Q2 2023.
315 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2024.

Based on Brown Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.