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Financial Advocates Investment Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Financial Advocates Investment 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
2023
Q1 		– Sell
-2,503
Closed -$238K – 746
2022
Q4 		$238K Sell
2,503
-302
-11% -$28.3K 0.02% 625
2022
Q3 		$248K Sell
2,805
-922
-25% -$88.1K 0.02% 603
2022
Q2 		$352K Sell
3,727
-231
-6% -$22.9K 0.03% 474
2022
Q1 		$414K Sell
3,958
-165
-4% -$17K 0.03% 489
2021
Q4 		$447K Sell
4,123
-394
-9% -$41.7K 0.03% 509
2021
Q3 		$449K Sell
4,517
-271
-6% -$28.5K 0.03% 495
2021
Q2 		$450K Sell
4,788
-240
-5% -$24.5K 0.03% 496
2021
Q1 		$496K Sell
5,028
-2,267
-31% -$220K 0.04% 483
2020
Q4 		$683K Sell
7,295
-3,157
-30% -$298K 0.05% 380
2020
Q3 		$960K Sell
10,452
-11,087
-51% -$1.01M 0.08% 258
2020
Q2 		$1.89M Sell
21,539
-110
-0.5% -$9.52K 0.18% 136
2020
Q1 		$1.74M Buy
21,649
+18,051
+502% +$1.66M 0.25% 109
2019
Q4 		$345K Sell
3,598
-3,788
-51% -$361K 0.04% 375
2019
Q3 		$700K Buy
7,386
+501
+7% +$46.7K 0.08% 236
2019
Q2 		$634K Sell
6,885
-63
-0.9% -$5.68K 0.07% 242
2019
Q1 		$622K Buy
6,948
+3
+0% +$258 0.08% 234
2018
Q4 		$564K Buy
6,945
+7
+0.1% +$591 0.08% 231
2018
Q3 		$610K Buy
6,938
+5
+0.1% +$430 0.07% 254
2018
Q2 		$574K Sell
6,933
-414
-6% -$34.7K 0.07% 251
2018
Q1 		$616K Sell
7,347
-80
-1% -$6.76K 0.08% 227
2017
Q4 		$626K Buy
+7,427
New +$618K 0.09% 227

Other funds holding ACWV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Financial Advocates Investment Management's ACWV Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2023, closing a stake of 2,503 shares — an estimated $238K sold.

Financial Advocates Investment Management first reported a position in ACWV in Q4 2017 and held it in 21 quarters. The position peaked at $1.89M in Q2 2020. 296 funds tracked by Wall St. Rank hold ACWV as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,503 iShares MSCI Global Min Vol Factor ETF shares in Q1 2023, an estimated $238K.
  • Financial Advocates Investment Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and held it in 21 quarters.
  • Financial Advocates Investment Management's iShares MSCI Global Min Vol Factor ETF position peaked at $1.89M in Q2 2020.
  • 296 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.