Clear Perspectives Financial Planning’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$24.5K	Hold	253	–	–	0.01%	101
2022 Q4	$24K	Hold	253	–	–	0.01%	115
2022 Q3	$22K	Sell	253 -70	-22%	-$6.69K	0.01%	121
2022 Q2	$31K	Sell	323 -275	-46%	-$27.2K	0.01%	104
2022 Q1	$63K	Sell	598 -30	-5%	-$3.1K	0.02%	88
2021 Q4	$68K	Hold	628	–	–	0.03%	88
2021 Q3	$65K	Hold	628	–	–	0.03%	89
2021 Q2	$65K	Hold	628	–	–	0.03%	90
2021 Q1	$62K	Sell	628 -5	-0.8%	-$485	0.04%	81
2020 Q4	$61K	Buy	+633	New	+$59.8K	0.04%	79

Other funds holding ACWV

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Clear Perspectives Financial Planning's ACWV Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q1 2023 at 253 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #101.

Clear Perspectives Financial Planning first reported a position in ACWV in Q4 2020 and has held it in 10 quarters since. The position peaked at $68K in Q4 2021. 296 funds tracked by Wall St. Rank hold ACWV as of Q1 2023.

Clear Perspectives Financial Planning held 253 shares of iShares MSCI Global Min Vol Factor ETF worth $24.5K as of Q1 2023.
Clear Perspectives Financial Planning left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q1 2023.
iShares MSCI Global Min Vol Factor ETF made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #101 holding.
Clear Perspectives Financial Planning first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's iShares MSCI Global Min Vol Factor ETF position peaked at $68K in Q4 2021.
296 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.