Householder Group Estate & Retirement Specialist’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Householder Group Estate & Retirement Specialist’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	–	Sell	-853	Closed	-$97K	–	544
2024 Q3	$97K	Sell	853 -3,057	-78%	-$336K	0.03%	367
2024 Q2	$409K	Sell	3,910 -1,013	-21%	-$105K	0.11%	153
2024 Q1	$518K	Sell	4,923 -264	-5%	-$27.1K	0.15%	132
2023 Q4	$520K	Buy	5,187 +1,851	+55%	+$180K	0.17%	115
2023 Q3	$318K	Buy	+3,336	New	+$326K	0.11%	156
2023 Q1	$418K	Buy	+4,318	New	+$412K	0.16%	120
2022 Q4	–	Sell	-5,024	Closed	-$444K	–	363
2022 Q3	$444K	Sell	5,024 -950	-16%	-$90.8K	0.18%	116
2022 Q2	$565K	Sell	5,974 -3,115	-34%	-$309K	0.25%	97
2022 Q1	$953K	Sell	9,089 -3,636	-29%	-$375K	0.38%	69
2021 Q4	$1.38M	Buy	+12,725	New	+$1.35M	0.51%	52

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ACWV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2024, closing a stake of 853 shares — an estimated $97K sold.

Householder Group Estate & Retirement Specialist first reported a position in ACWV in Q4 2021 and held it in 10 quarters. The position peaked at $1.38M in Q4 2021. 315 funds tracked by Wall St. Rank hold ACWV as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 853 iShares MSCI Global Min Vol Factor ETF shares in Q4 2024, an estimated $97K.
Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's iShares MSCI Global Min Vol Factor ETF position peaked at $1.38M in Q4 2021.
315 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.