Chevy Chase Trust
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Chevy Chase Trust’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Chevy Chase Trust’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
2022
Q1 		– Sell
-4,592
Closed -$497K – 644
2021
Q4 		$497K Buy
+4,592
New +$485K ﹤0.01% 619

Other funds holding ACWV

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 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
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Chevy Chase Trust's ACWV Position: Q1 2022 in Review

Chevy Chase Trust sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2022, closing a stake of 4,592 shares — an estimated $497K sold.

Chevy Chase Trust first reported a position in ACWV in Q4 2021 and held it in 1 quarter. The position peaked at $497K in Q4 2021. 310 funds tracked by Wall St. Rank hold ACWV as of Q1 2022.

  • Chevy Chase Trust reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Chevy Chase Trust sold 4,592 iShares MSCI Global Min Vol Factor ETF shares in Q1 2022, an estimated $497K.
  • Chevy Chase Trust first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and held it in 1 quarter.
  • Chevy Chase Trust's iShares MSCI Global Min Vol Factor ETF position peaked at $497K in Q4 2021.
  • 310 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2022.

Based on Chevy Chase Trust's 13F filing for Q1 2022, filed 27 Apr 2022.