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Fiduciary Alliance’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-300
Closed -$29.4K – 177
2023
Q2 		$29.4K Buy
+300
New +$29.5K 0.01% 391
2023
Q1 		– Sell
-166
Closed -$15.8K – 145
2022
Q4 		$15.8K Buy
+166
New +$15.6K ﹤0.01% 341

Other funds holding ACWV

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fiduciary Alliance's ACWV Position: Q3 2023 in Review

Fiduciary Alliance sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2023, closing a stake of 300 shares — an estimated $29.4K sold.

Fiduciary Alliance first reported a position in ACWV in Q4 2022 and held it in 2 quarters. The position peaked at $29.4K in Q2 2023. 291 funds tracked by Wall St. Rank hold ACWV as of Q3 2023.

  • Fiduciary Alliance reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 300 iShares MSCI Global Min Vol Factor ETF shares in Q3 2023, an estimated $29.4K.
  • Fiduciary Alliance first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's iShares MSCI Global Min Vol Factor ETF position peaked at $29.4K in Q2 2023.
  • 291 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.