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Buckingham Strategic Wealth’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$311K Sell
2,973
-107
-3% -$11.1K ﹤0.01% 590
2024
Q1 		$324K Sell
3,080
-623
-17% -$63.9K ﹤0.01% 572
2023
Q4 		$372K Sell
3,703
-156
-4% -$15.1K ﹤0.01% 514
2023
Q3 		$368K Sell
3,859
-615
-14% -$60.2K 0.01% 497
2023
Q2 		$439K Buy
+4,474
New +$440K 0.01% 452

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Buckingham Strategic Wealth's ACWV Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 3.5% in Q2 2024, selling an estimated $11.1K and leaving 2,973 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Buckingham Strategic Wealth first reported a position in ACWV in Q2 2023 and has held it in 5 quarters since. The position peaked at $439K in Q2 2023. 305 funds tracked by Wall St. Rank hold ACWV as of Q2 2024.

  • Buckingham Strategic Wealth held 2,973 shares of iShares MSCI Global Min Vol Factor ETF worth $311K as of Q2 2024.
  • Buckingham Strategic Wealth sold 107 iShares MSCI Global Min Vol Factor ETF shares in Q2 2024, an estimated $11.1K.
  • iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #590 holding.
  • Buckingham Strategic Wealth first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2023 and has held it in 5 quarters since.
  • Buckingham Strategic Wealth's iShares MSCI Global Min Vol Factor ETF position peaked at $439K in Q2 2023.
  • 305 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.