Carroll Financial Associates’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Carroll Financial Associates’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
2021 Q4	$7K	Buy	+66	New	+$6.98K	﹤0.01%	1242
2021 Q1	–	Sell	-55	Closed	-$5K	–	1617
2020 Q4	$5K	Buy	+55	New	+$5.2K	﹤0.01%	1247
2018 Q2	–	Sell	-37	Closed	-$3K	–	1253
2018 Q1	$3K	Hold	37	–	–	﹤0.01%	1099
2017 Q4	$3K	Hold	37	–	–	﹤0.01%	1076
2017 Q3	$3K	Hold	37	–	–	﹤0.01%	1053
2017 Q2	$2K	Hold	37	–	–	﹤0.01%	1083
2017 Q1	$2K	Hold	37	–	–	﹤0.01%	1083
2016 Q4	$2K	Hold	37	–	–	﹤0.01%	1038
2016 Q3	$2K	Hold	37	–	–	﹤0.01%	1055
2016 Q2	$2K	Hold	37	–	–	﹤0.01%	1042
2016 Q1	$2K	Buy	+37	New	+$2.56K	﹤0.01%	1025

Other funds holding ACWV

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 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

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

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

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

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

LWM

Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Carroll Financial Associates's ACWV Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2021: 66 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1242 among its holdings. This is a return to the name: Carroll Financial Associates previously reported a position in ACWV as recently as Q4 2020.

Carroll Financial Associates first reported a position in ACWV in Q1 2016 and has held it in 11 quarters since. 314 funds tracked by Wall St. Rank hold ACWV as of Q4 2021.

Carroll Financial Associates held 66 shares of iShares MSCI Global Min Vol Factor ETF worth $7K as of Q4 2021.
iShares MSCI Global Min Vol Factor ETF was a new Carroll Financial Associates position in Q4 2021.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1242 holding.
Carroll Financial Associates first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2016 and has held it in 11 quarters since.
314 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.