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Hart & Patterson Financial Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Hart & Patterson Financial Group’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
Q4 		$5.27M Sell
48,253
-1,158
-2% -$131K 2.56% 14
2024
Q3 		$5.66M Sell
49,411
-1,708
-3% -$188K 2.68% 12
2024
Q2 		$5.35M Sell
51,119
-121
-0.2% -$12.6K 2.65% 12
2024
Q1 		$5.39M Buy
51,240
+41,604
+432% +$4.27M 2.67% 15
2023
Q4 		$967K Buy
+9,636
New +$935K 0.5% 34

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
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 $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hart & Patterson Financial Group's ACWV Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 2.3% in Q4 2024, selling an estimated $131K and leaving 48,253 shares worth $5.27M. The position accounts for 2.56% of the portfolio, ranked #14.

Hart & Patterson Financial Group first reported a position in ACWV in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.66M in Q3 2024. 315 funds tracked by Wall St. Rank hold ACWV as of Q4 2024.

  • Hart & Patterson Financial Group held 48,253 shares of iShares MSCI Global Min Vol Factor ETF worth $5.27M as of Q4 2024.
  • Hart & Patterson Financial Group sold 1,158 iShares MSCI Global Min Vol Factor ETF shares in Q4 2024, an estimated $131K.
  • iShares MSCI Global Min Vol Factor ETF made up 2.56% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #14 holding.
  • Hart & Patterson Financial Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's iShares MSCI Global Min Vol Factor ETF position peaked at $5.66M in Q3 2024.
  • 315 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.