Consultiva Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Consultiva Wealth Management’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 Q3	–	Sell	-1,209	Closed	-$119K	–	28
2023 Q2	$119K	Hold	1,209	–	–	2.99%	6
2023 Q1	$117K	Hold	1,209	–	–	3%	6
2022 Q4	$115K	Hold	1,209	–	–	2.99%	7
2022 Q3	$107K	Hold	1,209	–	–	3%	6
2022 Q2	$121K	Hold	1,209	–	–	3.39%	8
2022 Q1	$127K	Hold	1,209	–	–	3.05%	7
2021 Q4	$131K	Hold	1,209	–	–	2.99%	7
2021 Q3	$124K	Buy	+1,209	New	+$127K	2.85%	8
2021 Q1	$119K	Hold	1,209	–	–	2.58%	9
2020 Q4	$117K	Buy	+1,209	New	+$114K	2.73%	9
2019 Q2	$124K	Buy	+1,209	New	+$109K	2.52%	9

Other funds holding ACWV

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Consultiva Wealth Management's ACWV Position: Q3 2023 in Review

Consultiva Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2023, closing a stake of 1,209 shares — an estimated $119K sold.

Consultiva Wealth Management first reported a position in ACWV in Q2 2019 and held it in 11 quarters. The position peaked at $131K in Q4 2021. 291 funds tracked by Wall St. Rank hold ACWV as of Q3 2023.

Consultiva Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
Consultiva Wealth Management sold 1,209 iShares MSCI Global Min Vol Factor ETF shares in Q3 2023, an estimated $119K.
Consultiva Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2019 and held it in 11 quarters.
Consultiva Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $131K in Q4 2021.
291 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2023.

Based on Consultiva Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.