Greenwood Capital Associates’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Greenwood Capital Associates’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
2023 Q2	–	Sell	-28,925	Closed	-$2.8M	–	237
2023 Q1	$2.8M	Buy	+28,925	New	+$2.76M	0.4%	69
2022 Q4	–	Sell	-29,668	Closed	-$2.63M	–	218
2022 Q3	$2.63M	Buy	29,668 +11,747	+66%	+$1.12M	0.45%	60
2022 Q2	$1.69M	Buy	+17,921	New	+$1.78M	0.27%	73
2022 Q1	–	Sell	-40,246	Closed	-$4.36M	–	209
2021 Q4	$4.36M	Buy	+40,246	New	+$4.25M	0.62%	51

Other funds holding ACWV

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Greenwood Capital Associates's ACWV Position: Q2 2023 in Review

Greenwood Capital Associates sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2023, closing a stake of 28,925 shares — an estimated $2.8M sold.

Greenwood Capital Associates first reported a position in ACWV in Q4 2021 and held it in 4 quarters. The position peaked at $4.36M in Q4 2021. 293 funds tracked by Wall St. Rank hold ACWV as of Q2 2023.

Greenwood Capital Associates reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
Greenwood Capital Associates sold 28,925 iShares MSCI Global Min Vol Factor ETF shares in Q2 2023, an estimated $2.8M.
Greenwood Capital Associates first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and held it in 4 quarters.
Greenwood Capital Associates's iShares MSCI Global Min Vol Factor ETF position peaked at $4.36M in Q4 2021.
293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2023.

Based on Greenwood Capital Associates's 13F filing for Q2 2023, filed 7 Aug 2023.