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ACWV icon

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

Diversified’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
Q3 		$361K Sell
3,155
-233
-7% -$25.6K 0.04% 157
2024
Q2 		$354K Buy
+3,388
New +$352K 0.04% 154
2023
Q2 		– Sell
-2,548
Closed -$247K – 145
2023
Q1 		$247K Buy
2,548
+5
+0.2% +$477 0.09% 123
2022
Q4 		$242K Buy
+2,543
New +$239K 0.1% 127
2021
Q1 		– Sell
-2,135
Closed -$196K – 96
2020
Q4 		$196K Buy
+2,135
New +$202K 0.17% 90

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Diversified's ACWV Position: Q3 2024 in Review

Diversified reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 6.9% in Q3 2024, selling an estimated $25.6K and leaving 3,155 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #157.

Diversified first reported a position in ACWV in Q4 2020 and has held it in 5 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q3 2024.

  • Diversified held 3,155 shares of iShares MSCI Global Min Vol Factor ETF worth $361K as of Q3 2024.
  • Diversified sold 233 iShares MSCI Global Min Vol Factor ETF shares in Q3 2024, an estimated $25.6K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.04% of Diversified's portfolio in Q3 2024, its #157 holding.
  • Diversified first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and has held it in 5 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.