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Confluence Wealth Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Confluence Wealth Services’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
-293
Closed -$31K – 261
2021
Q4 		$31K Buy
+293
New +$31K 0.01% 596

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LWA
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Morgan Stanley
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Confluence Wealth Services's ACWV Position: Q1 2022 in Review

Confluence Wealth Services sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2022, closing a stake of 293 shares — an estimated $31K sold.

Confluence Wealth Services first reported a position in ACWV in Q4 2021 and held it in 1 quarter. The position peaked at $31K in Q4 2021. 310 funds tracked by Wall St. Rank hold ACWV as of Q1 2022.

  • Confluence Wealth Services reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 293 iShares MSCI Global Min Vol Factor ETF shares in Q1 2022, an estimated $31K.
  • Confluence Wealth Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's iShares MSCI Global Min Vol Factor ETF position peaked at $31K in Q4 2021.
  • 310 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.