Gradient Investments’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Gradient Investments’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	-1	Closed	-$85	–	306
2024 Q2	$85	Sell	1 -65	-98%	-$6.76K	﹤0.01%	1316
2024 Q1	$6.95K	Buy	+66	New	+$6.77K	﹤0.01%	683
2019 Q3	–	Sell	-834	Closed	-$77K	–	1096
2019 Q2	$77K	Buy	+834	New	+$75.2K	﹤0.01%	339
2018 Q2	–	Sell	-500	Closed	-$42K	–	973
2018 Q1	$42K	Hold	500	–	–	﹤0.01%	365
2017 Q4	$42K	Buy	+500	New	+$41.6K	﹤0.01%	370
2017 Q1	–	Sell	-44	Closed	-$3K	–	763
2016 Q4	$3K	Hold	44	–	–	﹤0.01%	588
2016 Q3	$3K	Hold	44	–	–	﹤0.01%	575
2016 Q2	$3K	Hold	44	–	–	﹤0.01%	574
2016 Q1	$3K	Buy	+44	New	+$3.04K	﹤0.01%	583

Other funds holding ACWV

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Gradient Investments's ACWV Position: Q3 2024 in Review

Gradient Investments sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2024, closing a stake of 1 share — an estimated $85 sold.

Gradient Investments first reported a position in ACWV in Q1 2016 and held it in 9 quarters. The position peaked at $77K in Q2 2019. 311 funds tracked by Wall St. Rank hold ACWV as of Q3 2024.

Gradient Investments reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 1 iShares MSCI Global Min Vol Factor ETF share in Q3 2024, an estimated $85.
Gradient Investments first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2016 and held it in 9 quarters.
Gradient Investments's iShares MSCI Global Min Vol Factor ETF position peaked at $77K in Q2 2019.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.