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Fortitude Advisory Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-450
Closed -$47K – 215
2022
Q1 		$47K Hold
450
– – 0.03% 551
2021
Q4 		$49K Buy
+450
New +$47.6K 0.02% 551

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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
RWA
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BlackRock
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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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fortitude Advisory Group's ACWV Position: Q2 2022 in Review

Fortitude Advisory Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2022, closing a stake of 450 shares — an estimated $47K sold.

Fortitude Advisory Group first reported a position in ACWV in Q4 2021 and held it in 2 quarters. The position peaked at $49K in Q4 2021. 303 funds tracked by Wall St. Rank hold ACWV as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 450 iShares MSCI Global Min Vol Factor ETF shares in Q2 2022, an estimated $47K.
  • Fortitude Advisory Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares MSCI Global Min Vol Factor ETF position peaked at $49K in Q4 2021.
  • 303 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.