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

FourThought Financial’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	$119K	Sell	1,345 -57	-4%	-$5.45K	0.02%	400
2022 Q2	$132K	Sell	1,402 -558	-28%	-$55.3K	0.02%	374
2022 Q1	$205K	Sell	1,960 -599	-23%	-$61.8K	0.03%	333
2021 Q4	$277K	Sell	2,559 -761	-23%	-$80.5K	0.03%	288
2021 Q3	$341K	Sell	3,320 -2,944	-47%	-$310K	0.05%	257
2021 Q2	$644K	Sell	6,264 -7,431	-54%	-$759K	0.09%	178
2021 Q1	$1.35M	Sell	13,695 -1,774	-11%	-$172K	0.2%	99
2020 Q4	$1.5M	Buy	+15,469	New	+$1.46M	0.24%	78

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FourThought Financial's ACWV Position: Q3 2022 in Review

FourThought Financial reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 4.1% in Q3 2022, selling an estimated $5.45K and leaving 1,345 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #400.

FourThought Financial first reported a position in ACWV in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.5M in Q4 2020. 293 funds tracked by Wall St. Rank hold ACWV as of Q3 2022.

FourThought Financial held 1,345 shares of iShares MSCI Global Min Vol Factor ETF worth $119K as of Q3 2022.
FourThought Financial sold 57 iShares MSCI Global Min Vol Factor ETF shares in Q3 2022, an estimated $5.45K.
iShares MSCI Global Min Vol Factor ETF made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #400 holding.
FourThought Financial first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares MSCI Global Min Vol Factor ETF position peaked at $1.5M in Q4 2020.
293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.