Castleview Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Castleview Partners’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 Q2	$99K	Buy	+963	New	+$98.4K	0.04%	285

Other funds holding ACWV

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

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

RWA

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

LWA

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

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

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

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

Castleview Partners's ACWV Position: Q2 2021 in Review

Castleview Partners opened a new position in iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2021: 963 shares worth $99K. The stake represents 0.04% of the portfolio and ranks #285 among its holdings.

285 funds tracked by Wall St. Rank hold ACWV as of Q2 2021.

Castleview Partners held 963 shares of iShares MSCI Global Min Vol Factor ETF worth $99K as of Q2 2021.
iShares MSCI Global Min Vol Factor ETF was a new Castleview Partners position in Q2 2021.
iShares MSCI Global Min Vol Factor ETF made up 0.04% of Castleview Partners's portfolio in Q2 2021, its #285 holding.
285 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.