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 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

Cypress Capital's ACWV Position: Q1 2024 in Review

Cypress Capital sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2024, closing a stake of 9,468 shares — an estimated $950K sold.

Cypress Capital first reported a position in ACWV in Q3 2021 and held it in 9 quarters. The position peaked at $1.02M in Q4 2021. 303 funds tracked by Wall St. Rank hold ACWV as of Q1 2024.

Cypress Capital reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Cypress Capital sold 9,468 iShares MSCI Global Min Vol Factor ETF shares in Q1 2024, an estimated $950K.
Cypress Capital first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2021 and held it in 9 quarters.
Cypress Capital's iShares MSCI Global Min Vol Factor ETF position peaked at $1.02M in Q4 2021.
303 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2024.

Based on Cypress Capital's 13F filing for Q1 2024, filed 29 Oct 2024.