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

Drive Wealth Management’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 		– Sell
-5,951
Closed -$568K – 307
2023
Q3 		$568K Sell
5,951
-894
-13% -$87.5K 0.21% 98
2023
Q2 		$671K Sell
6,845
-1,174
-15% -$115K 0.25% 85
2023
Q1 		$776K Sell
8,019
-321
-4% -$30.6K 0.32% 73
2022
Q4 		$792K Buy
+8,340
New +$782K 0.4% 57

Other funds holding ACWV

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 $128B AUM 35.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Drive Wealth Management's ACWV Position: Q4 2023 in Review

Drive Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2023, closing a stake of 5,951 shares — an estimated $568K sold.

Drive Wealth Management first reported a position in ACWV in Q4 2022 and held it in 4 quarters. The position peaked at $792K in Q4 2022. 304 funds tracked by Wall St. Rank hold ACWV as of Q4 2023.

  • Drive Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Drive Wealth Management sold 5,951 iShares MSCI Global Min Vol Factor ETF shares in Q4 2023, an estimated $568K.
  • Drive Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2022 and held it in 4 quarters.
  • Drive Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $792K in Q4 2022.
  • 304 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2023.

Based on Drive Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.