Heritage Wealth Management (Arizona)’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$372K	Buy	3,912 +1,950	+99%	+$183K	0.05%	268
2022 Q3	$174K	Sell	1,962 -17	-0.9%	-$1.63K	0.06%	252
2022 Q2	$187K	Sell	1,979 -432	-18%	-$42.8K	0.06%	246
2022 Q1	$253K	Buy	+2,411	New	+$249K	0.07%	221
2021 Q3	$281K	Sell	2,731 -410	-13%	-$43.2K	0.1%	164
2021 Q2	$323K	Sell	3,141 -74	-2%	-$7.56K	0.12%	139
2021 Q1	$317K	Buy	+3,215	New	+$312K	0.18%	98

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ACWV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 99% in Q4 2022, buying an estimated $183K and bringing the position to 3,912 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #268.

Heritage Wealth Management (Arizona) first reported a position in ACWV in Q1 2021 and has held it in 7 quarters since. 308 funds tracked by Wall St. Rank hold ACWV as of Q4 2022.

Heritage Wealth Management (Arizona) held 3,912 shares of iShares MSCI Global Min Vol Factor ETF worth $372K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,950 iShares MSCI Global Min Vol Factor ETF shares in Q4 2022, an estimated $183K.
iShares MSCI Global Min Vol Factor ETF made up 0.05% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #268 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2021 and has held it in 7 quarters since.
308 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.