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Harvest Group Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Harvest Group Wealth Management’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
Q1 		$259K Sell
2,674
-652
-20% -$62.1K 0.16% 48
2022
Q4 		$316K Sell
3,326
-249
-7% -$23.4K 0.21% 47
2022
Q3 		$321K Sell
3,575
-1,777
-33% -$170K 0.21% 48
2022
Q2 		$521K Sell
5,352
-2,986
-36% -$296K 0.32% 43
2022
Q1 		$874K Sell
8,338
-62,587
-88% -$6.46M 0.5% 32
2021
Q4 		$7.68M Buy
70,925
+2,482
+4% +$262K 4.31% 9
2021
Q3 		$7.03M Buy
68,443
+747
+1% +$78.6K 4.13% 10
2021
Q2 		$6.96M Sell
67,696
-4,854
-7% -$496K 4.15% 12
2021
Q1 		$7.39M Sell
72,550
-12,683
-15% -$1.23M 4.64% 10
2020
Q4 		$8.26M Buy
85,233
+35,043
+70% +$3.31M 4.93% 6
2020
Q3 		$4.61M Buy
50,190
+27,290
+119% +$2.49M 3.2% 16
2020
Q2 		$2M Buy
22,900
+9,626
+73% +$833K 1.68% 17
2020
Q1 		$1.07M Buy
13,274
+10,148
+325% +$936K 1.07% 16
2019
Q4 		$299K Buy
+3,126
New +$298K 0.26% 23

Other funds holding ACWV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Harvest Group Wealth Management's ACWV Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 20% in Q1 2023, selling an estimated $62.1K and leaving 2,674 shares worth $259K. The position accounts for 0.16% of the portfolio, ranked #48.

Harvest Group Wealth Management first reported a position in ACWV in Q4 2019 and has held it in 14 quarters since. The position peaked at $8.26M in Q4 2020. 296 funds tracked by Wall St. Rank hold ACWV as of Q1 2023.

  • Harvest Group Wealth Management held 2,674 shares of iShares MSCI Global Min Vol Factor ETF worth $259K as of Q1 2023.
  • Harvest Group Wealth Management sold 652 iShares MSCI Global Min Vol Factor ETF shares in Q1 2023, an estimated $62.1K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.16% of Harvest Group Wealth Management's portfolio in Q1 2023, its #48 holding.
  • Harvest Group Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and has held it in 14 quarters since.
  • Harvest Group Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $8.26M in Q4 2020.
  • 296 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.