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Founders Financial Alliance’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Founders Financial Alliance’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
Q3 		– Sell
-502
Closed -$47K – 474
2022
Q2 		$47K Buy
+502
New +$49.7K 0.02% 340
2020
Q4 		– Sell
-484
Closed -$44K – 424
2020
Q3 		$44K Buy
+484
New +$44.2K 0.03% 407

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
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Founders Financial Alliance's ACWV Position: Q3 2022 in Review

Founders Financial Alliance sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2022, closing a stake of 502 shares — an estimated $47K sold.

Founders Financial Alliance first reported a position in ACWV in Q3 2020 and held it in 2 quarters. The position peaked at $47K in Q2 2022. 293 funds tracked by Wall St. Rank hold ACWV as of Q3 2022.

  • Founders Financial Alliance reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Founders Financial Alliance sold 502 iShares MSCI Global Min Vol Factor ETF shares in Q3 2022, an estimated $47K.
  • Founders Financial Alliance first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2020 and held it in 2 quarters.
  • Founders Financial Alliance's iShares MSCI Global Min Vol Factor ETF position peaked at $47K in Q2 2022.
  • 293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2022.

Based on Founders Financial Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.