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

Erickson 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
2022
Q3 		– Sell
-2,139
Closed -$202K – 24
2022
Q2 		$202K Hold
2,139
– – 0.22% 23
2022
Q1 		$224K Sell
2,139
-427
-17% -$44K 0.2% 25
2021
Q4 		$278K Buy
+2,566
New +$271K 0.24% 24

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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Erickson Financial Group's ACWV Position: Q3 2022 in Review

Erickson Financial Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2022, closing a stake of 2,139 shares — an estimated $202K sold.

Erickson Financial Group first reported a position in ACWV in Q4 2021 and held it in 3 quarters. The position peaked at $278K in Q4 2021. 293 funds tracked by Wall St. Rank hold ACWV as of Q3 2022.

  • Erickson Financial Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Erickson Financial Group sold 2,139 iShares MSCI Global Min Vol Factor ETF shares in Q3 2022, an estimated $202K.
  • Erickson Financial Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and held it in 3 quarters.
  • Erickson Financial Group's iShares MSCI Global Min Vol Factor ETF position peaked at $278K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2022.

Based on Erickson Financial Group's 13F filing for Q3 2022, filed 17 Oct 2022.