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Foresight Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Foresight Wealth 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
2022
Q4 		$236K Sell
2,482
-15,303
-86% -$1.44M 3.38% 11
2022
Q3 		$1.57M Sell
17,785
-442
-2% -$42.2K 0.36% 24
2022
Q2 		$1.72M Buy
18,227
+171
+0.9% +$16.9K 0.36% 25
2022
Q1 		$1.89M Sell
18,056
-7
-0% -$722 0.35% 26
2021
Q4 		$1.96M Buy
18,063
+362
+2% +$38.3K 0.03% 28
2021
Q3 		$1.82M Sell
17,701
-1,894
-10% -$199K 0.37% 25
2021
Q2 		$2.02M Sell
19,595
-611
-3% -$62.4K 0.45% 25
2021
Q1 		$1.99M Buy
20,206
+184
+0.9% +$17.9K 0.51% 25
2020
Q4 		$1.94M Sell
20,022
-2,320
-10% -$219K 0.51% 23
2020
Q3 		$2.05M Buy
22,342
+3,268
+17% +$299K 0.69% 20
2020
Q2 		$1.67M Buy
19,074
+1,258
+7% +$109K 0.76% 24
2020
Q1 		$1.43M Sell
17,816
-119
-0.7% -$11K 0.99% 24
2019
Q4 		$1.74M Buy
17,935
+421
+2% +$40.1K 1.07% 23
2019
Q3 		$1.66M Buy
17,514
+31
+0.2% +$2.89K 1.2% 24
2019
Q2 		$1.61M Buy
17,483
+598
+4% +$54K 1.22% 24
2019
Q1 		$1.51M Buy
16,885
+2,347
+16% +$202K 1.31% 22
2018
Q4 		$1.18M Buy
+14,538
New +$1.23M 1.25% 23

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Foresight Wealth Management's ACWV Position: Q4 2022 in Review

Foresight Wealth Management reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 86% in Q4 2022, selling an estimated $1.44M and leaving 2,482 shares worth $236K. The position accounts for 3.38% of the portfolio, ranked #11.

Foresight Wealth Management first reported a position in ACWV in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.05M in Q3 2020. 308 funds tracked by Wall St. Rank hold ACWV as of Q4 2022.

  • Foresight Wealth Management held 2,482 shares of iShares MSCI Global Min Vol Factor ETF worth $236K as of Q4 2022.
  • Foresight Wealth Management sold 15,303 iShares MSCI Global Min Vol Factor ETF shares in Q4 2022, an estimated $1.44M.
  • iShares MSCI Global Min Vol Factor ETF made up 3.38% of Foresight Wealth Management's portfolio in Q4 2022, its #11 holding.
  • Foresight Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2018 and has held it in 17 quarters since.
  • Foresight Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $2.05M in Q3 2020.
  • 308 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.