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

Cypress Capital’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	–	Sell	-9,468	Closed	-$950K	–	79
2023 Q4	$950K	Hold	9,468	–	–	0.27%	46
2023 Q3	$903K	Hold	9,468	–	–	0.26%	49
2023 Q2	$928K	Buy	+9,468	New	+$930K	0.27%	50
2023 Q1	–	Sell	-9,468	Closed	-$900K	–	75
2022 Q4	$900K	Hold	9,468	–	–	0.28%	56
2022 Q3	$838K	Hold	9,468	–	–	0.3%	59
2022 Q2	$895K	Hold	9,468	–	–	0.13%	113
2022 Q1	$992K	Hold	9,468	–	–	0.12%	117
2021 Q4	$1.02M	Hold	9,468	–	–	0.12%	118
2021 Q3	$973K	Buy	+9,468	New	+$997K	0.12%	113

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 $5.7T 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 $75.5B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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