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Cedar Brook Financial Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-10,707
Closed -$1.13M – 33
2024
Q1 		$1.13M Buy
10,707
+215
+2% +$22.1K 0.22% 109
2023
Q4 		$1.06M Sell
10,492
-919
-8% -$89.2K 0.24% 102
2023
Q3 		$1.09M Buy
11,411
+39
+0.3% +$3.81K 0.28% 89
2023
Q2 		$1.12M Buy
11,372
+304
+3% +$29.9K 0.27% 89
2023
Q1 		$1.07M Buy
11,068
+52
+0.5% +$4.96K 0.28% 93
2022
Q4 		$1.05M Buy
11,016
+37
+0.3% +$3.47K 0.29% 93
2022
Q3 		$972K Buy
10,979
+32
+0.3% +$3.06K 0.31% 81
2022
Q2 		$1.03M Sell
10,947
-188
-2% -$18.6K 0.32% 84
2022
Q1 		$1.17M Sell
11,135
-446
-4% -$46K 0.3% 82
2021
Q4 		$1.25M Buy
11,581
+107
+0.9% +$11.3K 0.32% 77
2021
Q3 		$1.18M Sell
11,474
-302
-3% -$31.8K 0.35% 71
2021
Q2 		$1.21M Sell
11,776
-1,148
-9% -$117K 0.35% 71
2021
Q1 		$1.27M Buy
12,924
+823
+7% +$79.8K 0.44% 61
2020
Q4 		$1.17M Buy
12,101
+608
+5% +$57.5K 0.42% 63
2020
Q3 		$1.06M Buy
11,493
+14
+0.1% +$1.28K 0.41% 57
2020
Q2 		$1M Sell
11,479
-967
-8% -$83.7K 0.45% 56
2020
Q1 		$1M Sell
12,446
-1,761
-12% -$162K 0.56% 49
2019
Q4 		$1.36M Buy
14,207
+1,779
+14% +$169K 0.58% 47
2019
Q3 		$1.18M Buy
12,428
+749
+6% +$69.8K 0.52% 51
2019
Q2 		$1.08M Sell
11,679
-601
-5% -$54.2K 0.5% 55
2019
Q1 		$1.1M Buy
12,280
+631
+5% +$54.2K 0.53% 53
2018
Q4 		$947K Buy
+11,649
New +$984K 0.57% 49

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cedar Brook Financial Partners's ACWV Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2024, closing a stake of 10,707 shares — an estimated $1.13M sold.

Cedar Brook Financial Partners first reported a position in ACWV in Q4 2018 and held it in 22 quarters. The position peaked at $1.36M in Q4 2019. 305 funds tracked by Wall St. Rank hold ACWV as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 10,707 iShares MSCI Global Min Vol Factor ETF shares in Q2 2024, an estimated $1.13M.
  • Cedar Brook Financial Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $1.36M in Q4 2019.
  • 305 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.