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Formidable Asset Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Formidable Asset 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
2024
Q3 		– Sell
-3,004
Closed -$314K – 369
2024
Q2 		$314K Buy
+3,004
New +$312K 0.05% 299

Other funds holding ACWV

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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 $116B AUM 26.37% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Formidable Asset Management's ACWV Position: Q3 2024 in Review

Formidable Asset Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2024, closing a stake of 3,004 shares — an estimated $314K sold.

Formidable Asset Management first reported a position in ACWV in Q2 2024 and held it in 1 quarter. The position peaked at $314K in Q2 2024. 311 funds tracked by Wall St. Rank hold ACWV as of Q3 2024.

  • Formidable Asset Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Formidable Asset Management sold 3,004 iShares MSCI Global Min Vol Factor ETF shares in Q3 2024, an estimated $314K.
  • Formidable Asset Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2024 and held it in 1 quarter.
  • Formidable Asset Management's iShares MSCI Global Min Vol Factor ETF position peaked at $314K in Q2 2024.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2024.

Based on Formidable Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.