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

Executive 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
2024
Q4 		– Sell
-48,061
Closed -$5.5M – 256
2024
Q3 		$5.5M Buy
+48,061
New +$5.29M 0.43% 73

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Executive Wealth Management's ACWV Position: Q4 2024 in Review

Executive Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2024, closing a stake of 48,061 shares — an estimated $5.5M sold.

Executive Wealth Management first reported a position in ACWV in Q3 2024 and held it in 1 quarter. The position peaked at $5.5M in Q3 2024. 315 funds tracked by Wall St. Rank hold ACWV as of Q4 2024.

  • Executive Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Executive Wealth Management sold 48,061 iShares MSCI Global Min Vol Factor ETF shares in Q4 2024, an estimated $5.5M.
  • Executive Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2024 and held it in 1 quarter.
  • Executive Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $5.5M in Q3 2024.
  • 315 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.