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

Cypress Wealth Services’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
2020
Q4 		– Sell
-4,411
Closed -$405K – 293
2020
Q3 		$405K Buy
+4,411
New +$403K 0.1% 155

Other funds holding ACWV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cypress Wealth Services's ACWV Position: Q1 2021 in Review

Cypress Wealth Services sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2021, closing a stake of 2,724 shares — an estimated $264K sold.

Cypress Wealth Services first reported a position in ACWV in Q4 2017 and held it in 12 quarters. The position peaked at $406K in Q4 2019. 279 funds tracked by Wall St. Rank hold ACWV as of Q1 2021.

  • Cypress Wealth Services reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 2,724 iShares MSCI Global Min Vol Factor ETF shares in Q1 2021, an estimated $264K.
  • Cypress Wealth Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and held it in 12 quarters.
  • Cypress Wealth Services's iShares MSCI Global Min Vol Factor ETF position peaked at $406K in Q4 2019.
  • 279 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2021.

Based on Cypress Wealth Services's 13F filing for Q1 2021, filed 28 Apr 2021.