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Carlson Capital Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Carlson Capital 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
-2,055
Closed -$235K – 113
2024
Q3 		$235K Buy
+2,055
New +$226K 0.01% 104

Other funds holding ACWV

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AL
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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
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

Carlson Capital Management's ACWV Position: Q4 2024 in Review

Carlson Capital Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2024, closing a stake of 2,055 shares — an estimated $235K sold.

Carlson Capital Management first reported a position in ACWV in Q3 2024 and held it in 1 quarter. The position peaked at $235K in Q3 2024. 315 funds tracked by Wall St. Rank hold ACWV as of Q4 2024.

  • Carlson Capital Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Carlson Capital Management sold 2,055 iShares MSCI Global Min Vol Factor ETF shares in Q4 2024, an estimated $235K.
  • Carlson Capital Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2024 and held it in 1 quarter.
  • Carlson Capital Management's iShares MSCI Global Min Vol Factor ETF position peaked at $235K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2024.

Based on Carlson Capital Management's 13F filing for Q4 2024, filed 10 Feb 2025.