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

Brueske Advisory Services’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
2025
Q1 		– Sell
-2,209
Closed -$241K – 54
2024
Q4 		$241K Buy
+2,209
New +$250K 0.21% 52

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Bank of America
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brueske Advisory Services's ACWV Position: Q1 2025 in Review

Brueske Advisory Services sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2025, closing a stake of 2,209 shares — an estimated $241K sold.

Brueske Advisory Services first reported a position in ACWV in Q4 2024 and held it in 1 quarter. The position peaked at $241K in Q4 2024. 327 funds tracked by Wall St. Rank hold ACWV as of Q1 2025.

  • Brueske Advisory Services reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Brueske Advisory Services sold 2,209 iShares MSCI Global Min Vol Factor ETF shares in Q1 2025, an estimated $241K.
  • Brueske Advisory Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and held it in 1 quarter.
  • Brueske Advisory Services's iShares MSCI Global Min Vol Factor ETF position peaked at $241K in Q4 2024.
  • 327 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2025.

Based on Brueske Advisory Services's 13F filing for Q1 2025, filed 22 Apr 2025.