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Crescent Capital Consulting’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Crescent Capital Consulting’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
2021
Q4 		$6.2M Buy
57,268
+36,157
+171% +$3.82M 1.02% 28
2021
Q3 		$2.17M Buy
21,111
+21,087
+87,863% +$2.22M 0.4% 58
2021
Q2 		$2K Sell
24
-20,310
-100% -$2.07M ﹤0.01% 442
2021
Q1 		$2M Sell
20,334
-39,188
-66% -$3.8M 0.44% 58
2020
Q4 		$5.77M Buy
+59,522
New +$5.63M 1.49% 14

Other funds holding ACWV

W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Crescent Capital Consulting's ACWV Position: Q4 2021 in Review

Crescent Capital Consulting increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 171% in Q4 2021, buying an estimated $3.82M and bringing the position to 57,268 shares worth $6.2M. The position accounts for 1.02% of the portfolio, ranked #28.

Crescent Capital Consulting first reported a position in ACWV in Q4 2020 and has held it in 5 quarters since. 315 funds tracked by Wall St. Rank hold ACWV as of Q4 2021.

  • Crescent Capital Consulting held 57,268 shares of iShares MSCI Global Min Vol Factor ETF worth $6.2M as of Q4 2021.
  • Crescent Capital Consulting bought 36,157 iShares MSCI Global Min Vol Factor ETF shares in Q4 2021, an estimated $3.82M.
  • iShares MSCI Global Min Vol Factor ETF made up 1.02% of Crescent Capital Consulting's portfolio in Q4 2021, its #28 holding.
  • Crescent Capital Consulting first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and has held it in 5 quarters since.
  • 315 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.