Essex Financial Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Essex Financial Services’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 Q4	–	Sell	-2,122	Closed	-$242K	–	631
2024 Q3	$242K	Hold	2,122	–	–	0.02%	548
2024 Q2	$229K	Buy	+2,122	New	+$221K	0.02%	550
2020 Q2	–	Sell	-3,572	Closed	-$287K	–	242
2020 Q1	$287K	Buy	+3,572	New	+$329K	0.1%	184
2018 Q4	–	Sell	-4,226	Closed	-$371K	–	251
2018 Q3	$371K	Buy	+4,226	New	+$363K	0.08%	190
2018 Q2	–	Sell	-6,145	Closed	-$515K	–	281
2018 Q1	$515K	Buy	6,145 +2,501	+69%	+$211K	0.1%	192
2017 Q4	$307K	Buy	+3,644	New	+$303K	0.07%	210

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Essex Financial Services's ACWV Position: Q4 2024 in Review

Essex Financial Services sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2024, closing a stake of 2,122 shares — an estimated $242K sold.

Essex Financial Services first reported a position in ACWV in Q4 2017 and held it in 6 quarters. The position peaked at $515K in Q1 2018. 315 funds tracked by Wall St. Rank hold ACWV as of Q4 2024.

Essex Financial Services reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
Essex Financial Services sold 2,122 iShares MSCI Global Min Vol Factor ETF shares in Q4 2024, an estimated $242K.
Essex Financial Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and held it in 6 quarters.
Essex Financial Services's iShares MSCI Global Min Vol Factor ETF position peaked at $515K in Q1 2018.
315 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2024.

Based on Essex Financial Services's 13F filing for Q4 2024, filed 29 Jan 2025.