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

Eudaimonia Partners’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
-2,615
Closed -$250K – 251
2023
Q3 		$250K Hold
2,615
– – 0.06% 268
2023
Q2 		$256K Buy
2,615
+5
+0.2% +$491 0.06% 281
2023
Q1 		$252K Sell
2,610
-75
-3% -$7.15K 0.06% 283
2022
Q4 		$255K Buy
2,685
+6
+0.2% +$563 0.06% 278
2022
Q3 		$237K Hold
2,679
– – 0.06% 275
2022
Q2 		$253K Buy
2,679
+180
+7% +$17.8K 0.05% 323
2022
Q1 		$262K Buy
+2,499
New +$258K 0.04% 333
2021
Q3 		$256K Hold
2,494
– – 0.05% 329
2021
Q2 		$257K Sell
2,494
-79
-3% -$8.07K 0.05% 327
2021
Q1 		$254K Buy
2,573
+77
+3% +$7.47K 0.05% 298
2020
Q4 		$242K Buy
2,496
+3
+0.1% +$284 0.05% 277
2020
Q3 		$229K Sell
2,493
-165
-6% -$15.1K 0.06% 258
2020
Q2 		$233K Sell
2,658
-288
-10% -$24.9K 0.09% 219
2020
Q1 		$237K Sell
2,946
-29
-1% -$2.67K 0.1% 203
2019
Q4 		$285K Buy
+2,975
New +$283K 0.11% 197

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

Eudaimonia Partners's ACWV Position: Q4 2023 in Review

Eudaimonia Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2023, closing a stake of 2,615 shares — an estimated $250K sold.

Eudaimonia Partners first reported a position in ACWV in Q4 2019 and held it in 15 quarters. The position peaked at $285K in Q4 2019. 304 funds tracked by Wall St. Rank hold ACWV as of Q4 2023.

  • Eudaimonia Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Eudaimonia Partners sold 2,615 iShares MSCI Global Min Vol Factor ETF shares in Q4 2023, an estimated $250K.
  • Eudaimonia Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and held it in 15 quarters.
  • Eudaimonia Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $285K in Q4 2019.
  • 304 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2023.

Based on Eudaimonia Partners's 13F filing for Q4 2023, filed 8 Feb 2024.