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

Fiduciary Planning’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
2021
Q2 		– Sell
-59
Closed -$6K – 65
2021
Q1 		$6K Hold
59
– – 0.01% 185
2020
Q4 		$6K Hold
59
– – 0.01% 171
2020
Q3 		$5K Buy
+59
New +$5.39K 0.01% 137

Other funds holding ACWV

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
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
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fiduciary Planning's ACWV Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2021, closing a stake of 59 shares — an estimated $6K sold.

Fiduciary Planning first reported a position in ACWV in Q3 2020 and held it in 3 quarters. The position peaked at $6K in Q1 2021. 285 funds tracked by Wall St. Rank hold ACWV as of Q2 2021.

  • Fiduciary Planning reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 59 iShares MSCI Global Min Vol Factor ETF shares in Q2 2021, an estimated $6K.
  • Fiduciary Planning first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's iShares MSCI Global Min Vol Factor ETF position peaked at $6K in Q1 2021.
  • 285 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.