Credit Suisse’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Credit Suisse’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 Q1	$211K	Sell	2,000 -1	-0%	-$103	﹤0.01%	2898
2023 Q4	$201K	Buy	2,001 +1	+0.1%	+$97	﹤0.01%	2987
2023 Q3	$579M	Buy	+2,000	New	+$196K	0.59%	23
2023 Q1	–	Sell	-2,000	Closed	-$190K	–	3265
2022 Q4	$190K	Hold	2,000	–	–	﹤0.01%	3199
2022 Q3	$178K	Hold	2,000	–	–	﹤0.01%	3287
2022 Q2	$189K	Hold	2,000	–	–	﹤0.01%	3351
2022 Q1	$210K	Hold	2,000	–	–	﹤0.01%	3358
2021 Q4	$217K	Hold	2,000	–	–	﹤0.01%	4244
2021 Q3	$205K	Hold	2,000	–	–	﹤0.01%	4225
2021 Q2	$206K	Buy	+2,000	New	+$204K	﹤0.01%	4270
2018 Q2	–	Sell	-20,000	Closed	-$1.68M	–	3946
2018 Q1	$1.68M	Hold	20,000	–	–	﹤0.01%	2563
2017 Q4	$1.69M	Hold	20,000	–	–	﹤0.01%	2571
2017 Q3	$1.63M	Hold	20,000	–	–	﹤0.01%	2724
2017 Q2	$1.58M	Hold	20,000	–	–	﹤0.01%	2385
2017 Q1	$1.54M	Hold	20,000	–	–	﹤0.01%	2542
2016 Q4	$1.45M	Hold	20,000	–	–	﹤0.01%	2699
2016 Q3	$1.52M	Hold	20,000	–	–	﹤0.01%	2588
2016 Q2	$1.53M	Hold	20,000	–	–	﹤0.01%	2558
2016 Q1	$1.47M	Hold	20,000	–	–	﹤0.01%	2431
2015 Q4	$1.39M	Hold	20,000	–	–	﹤0.01%	2557
2015 Q3	$1.34M	Buy	+20,000	New	+$1.38M	﹤0.01%	2561

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $116B AUM 26.37% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Credit Suisse's ACWV Position: Q1 2024 in Review

Credit Suisse reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.05% in Q1 2024, selling an estimated $103 and leaving 2,000 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #2898.

Credit Suisse first reported a position in ACWV in Q3 2015 and has held it in 21 quarters since. The position peaked at $579M in Q3 2023. 303 funds tracked by Wall St. Rank hold ACWV as of Q1 2024.

Credit Suisse held 2,000 shares of iShares MSCI Global Min Vol Factor ETF worth $211K as of Q1 2024.
Credit Suisse sold 1 iShares MSCI Global Min Vol Factor ETF share in Q1 2024, an estimated $103.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2898 holding.
Credit Suisse first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2015 and has held it in 21 quarters since.
Credit Suisse's iShares MSCI Global Min Vol Factor ETF position peaked at $579M in Q3 2023.
303 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.