Family Asset Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Family Asset 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 Q3	$752K	Sell	6,569 -159	-2%	-$17.5K	0.45%	49
2024 Q2	$704K	Sell	6,728 -1,004	-13%	-$104K	0.45%	54
2024 Q1	$814K	Sell	7,732 -205	-3%	-$21K	0.51%	50
2023 Q4	$796K	Sell	7,937 -1,730	-18%	-$168K	0.53%	45
2023 Q3	$922K	Sell	9,667 -1,595	-14%	-$156K	0.68%	38
2023 Q2	$1.1M	Sell	11,262 -5	-0%	-$491	0.75%	30
2023 Q1	$1.09M	Buy	+11,267	New	+$1.07M	0.8%	34

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Family Asset Management's ACWV Position: Q3 2024 in Review

Family Asset Management reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 2.4% in Q3 2024, selling an estimated $17.5K and leaving 6,569 shares worth $752K. The position accounts for 0.45% of the portfolio, ranked #49.

Family Asset Management first reported a position in ACWV in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.1M in Q2 2023. 311 funds tracked by Wall St. Rank hold ACWV as of Q3 2024.

Family Asset Management held 6,569 shares of iShares MSCI Global Min Vol Factor ETF worth $752K as of Q3 2024.
Family Asset Management sold 159 iShares MSCI Global Min Vol Factor ETF shares in Q3 2024, an estimated $17.5K.
iShares MSCI Global Min Vol Factor ETF made up 0.45% of Family Asset Management's portfolio in Q3 2024, its #49 holding.
Family Asset Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2023 and has held it in 7 quarters since.
Family Asset Management's iShares MSCI Global Min Vol Factor ETF position peaked at $1.1M in Q2 2023.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.