DB Wealth Management Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

DB Wealth Management 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
2023 Q4	$51.2K	Sell	510 -97	-16%	-$9.41K	0.03%	169
2023 Q3	$57.9K	Hold	607	–	–	0.04%	151
2023 Q2	$59.5K	Hold	607	–	–	0.04%	143
2023 Q1	$58.7K	Hold	607	–	–	0.04%	144
2022 Q4	$57.7K	Hold	607	–	–	0.04%	142
2022 Q3	$54K	Hold	607	–	–	0.04%	145
2022 Q2	$57K	Hold	607	–	–	0.04%	146
2022 Q1	$64K	Hold	607	–	–	0.04%	149
2021 Q4	$66K	Hold	607	–	–	0.04%	144
2021 Q3	$62K	Hold	607	–	–	0.04%	142
2021 Q2	$62K	Hold	607	–	–	0.04%	143
2021 Q1	$60K	Hold	607	–	–	0.04%	149
2020 Q4	$59K	Buy	+607	New	+$57.4K	0.04%	140

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DB Wealth Management Group's ACWV Position: Q4 2023 in Review

DB Wealth Management Group reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 16% in Q4 2023, selling an estimated $9.41K and leaving 510 shares worth $51.2K. The position accounts for 0.03% of the portfolio, ranked #169.

DB Wealth Management Group first reported a position in ACWV in Q4 2020 and has held it in 13 quarters since. The position peaked at $66K in Q4 2021. 304 funds tracked by Wall St. Rank hold ACWV as of Q4 2023.

DB Wealth Management Group held 510 shares of iShares MSCI Global Min Vol Factor ETF worth $51.2K as of Q4 2023.
DB Wealth Management Group sold 97 iShares MSCI Global Min Vol Factor ETF shares in Q4 2023, an estimated $9.41K.
iShares MSCI Global Min Vol Factor ETF made up 0.03% of DB Wealth Management Group's portfolio in Q4 2023, its #169 holding.
DB Wealth Management Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's iShares MSCI Global Min Vol Factor ETF position peaked at $66K in Q4 2021.
304 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.