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Catalyst Private Wealth’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Catalyst Private 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
2020
Q4 		– Sell
-539
Closed -$50K – 59
2020
Q3 		$50K Buy
+539
New +$49.3K 0.05% 116

Other funds holding ACWV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Catalyst Private Wealth's ACWV Position: Q4 2020 in Review

Catalyst Private Wealth sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2020, closing a stake of 539 shares — an estimated $50K sold.

Catalyst Private Wealth first reported a position in ACWV in Q3 2020 and held it in 1 quarter. The position peaked at $50K in Q3 2020. 300 funds tracked by Wall St. Rank hold ACWV as of Q4 2020.

  • Catalyst Private Wealth reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 539 iShares MSCI Global Min Vol Factor ETF shares in Q4 2020, an estimated $50K.
  • Catalyst Private Wealth first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's iShares MSCI Global Min Vol Factor ETF position peaked at $50K in Q3 2020.
  • 300 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.