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Financial Architects (New Jersey)’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Financial Architects (New Jersey)’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
Q2 		$864K Buy
8,810
+22
+0.3% +$2.16K 0.13% 156
2023
Q1 		$850K Buy
8,788
+1,250
+17% +$119K 0.14% 152
2022
Q4 		$716K Buy
7,538
+2,416
+47% +$227K 0.12% 171
2022
Q3 		$454K Buy
+5,122
New +$490K 0.08% 205
2020
Q3 		– Sell
-1,182
Closed -$104K – 279
2020
Q2 		$104K Buy
1,182
+391
+49% +$33.8K 0.02% 316
2020
Q1 		$64K Sell
791
-1,687
-68% -$156K 0.02% 358
2019
Q4 		$237K Sell
2,478
-881
-26% -$83.9K 0.05% 223
2019
Q3 		$318K Buy
3,359
+2,070
+161% +$193K 0.07% 182
2019
Q2 		$119K Sell
1,289
-196
-13% -$17.7K 0.02% 340
2019
Q1 		$133K Buy
1,485
+279
+23% +$24K 0.02% 391
2018
Q4 		$98K Hold
1,206
– – 0.02% 408
2018
Q3 		$106K Sell
1,206
-339
-22% -$29.2K 0.02% 452
2018
Q2 		$128K Hold
1,545
– – 0.02% 361
2018
Q1 		$130K Hold
1,545
– – 0.03% 394
2017
Q4 		$130K Hold
1,545
– – 0.02% 432
2017
Q3 		$126K Sell
1,545
-169
-10% -$13.6K 0.02% 445
2017
Q2 		$136K Hold
1,714
– – 0.02% 406
2017
Q1 		$133K Hold
1,714
– – 0.02% 391
2016
Q4 		$125K Buy
1,714
+161
+10% +$11.8K 0.03% 341
2016
Q3 		$118K Buy
+1,553
New +$119K 0.03% 358

Other funds holding ACWV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Architects (New Jersey)'s ACWV Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.25% in Q2 2023, buying an estimated $2.16K and bringing the position to 8,810 shares worth $864K. The position accounts for 0.13% of the portfolio, ranked #156.

Financial Architects (New Jersey) first reported a position in ACWV in Q3 2016 and has held it in 20 quarters since. 293 funds tracked by Wall St. Rank hold ACWV as of Q2 2023.

  • Financial Architects (New Jersey) held 8,810 shares of iShares MSCI Global Min Vol Factor ETF worth $864K as of Q2 2023.
  • Financial Architects (New Jersey) bought 22 iShares MSCI Global Min Vol Factor ETF shares in Q2 2023, an estimated $2.16K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.13% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #156 holding.
  • Financial Architects (New Jersey) first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2016 and has held it in 20 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.