Gladstone Institutional Advisory’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Gladstone Institutional Advisory’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 Q1	–	Sell	-2,028	Closed	-$220K	–	699
2021 Q4	$220K	Buy	+2,028	New	+$214K	0.02%	541
2019 Q3	–	Sell	-7,987	Closed	-$736K	–	284
2019 Q2	$736K	Buy	+7,987	New	+$721K	0.22%	100

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 $128B AUM 35.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gladstone Institutional Advisory's ACWV Position: Q1 2022 in Review

Gladstone Institutional Advisory sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2022, closing a stake of 2,028 shares — an estimated $220K sold.

Gladstone Institutional Advisory first reported a position in ACWV in Q2 2019 and held it in 2 quarters. The position peaked at $736K in Q2 2019. 310 funds tracked by Wall St. Rank hold ACWV as of Q1 2022.

Gladstone Institutional Advisory reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Gladstone Institutional Advisory sold 2,028 iShares MSCI Global Min Vol Factor ETF shares in Q1 2022, an estimated $220K.
Gladstone Institutional Advisory first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2019 and held it in 2 quarters.
Gladstone Institutional Advisory's iShares MSCI Global Min Vol Factor ETF position peaked at $736K in Q2 2019.
310 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2022, filed 4 May 2022.