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 Oaks, Pennsylvania $113B AUM 34.64% 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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cutler Group's ACWV Position: Q1 2024 in Review

Cutler Group held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q1 2024 at 100 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Cutler Group first reported a position in ACWV in Q4 2015 and has held it in 6 quarters since. The position peaked at $152K in Q4 2015. 303 funds tracked by Wall St. Rank hold ACWV as of Q1 2024.

Cutler Group held 100 shares of iShares MSCI Global Min Vol Factor ETF worth $10K as of Q1 2024.
Cutler Group left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q1 2024.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Cutler Group's portfolio in Q1 2024, its #1262 holding.
Cutler Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2015 and has held it in 6 quarters since.
Cutler Group's iShares MSCI Global Min Vol Factor ETF position peaked at $152K in Q4 2015.
303 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.