Cutler Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Cutler Group’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	$10K	Hold	100	–	–	﹤0.01%	1262
2023 Q4	$10K	Buy	+100	New	+$9.7K	﹤0.01%	2364
2017 Q4	–	Sell	-400	Closed	-$33.3K	–	4776
2017 Q3	$32K	Buy	+400	New	+$32.2K	﹤0.01%	2663
2016 Q4	–	Sell	-100	Closed	-$7K	–	6404
2016 Q3	$7K	Hold	100	–	–	﹤0.01%	4551
2016 Q2	$7K	Buy	+100	New	+$7.4K	﹤0.01%	4524
2016 Q1	–	Sell	-2,200	Closed	-$152K	–	6389
2015 Q4	$152K	Buy	+2,200	New	+$154K	0.01%	1398

Other funds holding ACWV

SEI Investments

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

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

Manulife (Manufacturers Life Insurance)

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

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

1832 Asset Management

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

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