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Embree Financial Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Embree Financial 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
2024
Q1 		– Sell
-2,586
Closed -$260K – 188
2023
Q4 		$260K Buy
+2,586
New +$251K 0.05% 154

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Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Embree Financial Group's ACWV Position: Q1 2024 in Review

Embree Financial Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2024, closing a stake of 2,586 shares — an estimated $260K sold.

Embree Financial Group first reported a position in ACWV in Q4 2023 and held it in 1 quarter. The position peaked at $260K in Q4 2023. 303 funds tracked by Wall St. Rank hold ACWV as of Q1 2024.

  • Embree Financial Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Embree Financial Group sold 2,586 iShares MSCI Global Min Vol Factor ETF shares in Q1 2024, an estimated $260K.
  • Embree Financial Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2023 and held it in 1 quarter.
  • Embree Financial Group's iShares MSCI Global Min Vol Factor ETF position peaked at $260K in Q4 2023.
  • 303 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2024.

Based on Embree Financial Group's 13F filing for Q1 2024, filed 3 May 2024.