HYA Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

HYA Advisors’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 Q2	$644K	Sell	6,818 -565	-8%	-$56K	0.25%	61
2022 Q1	$774K	Buy	7,383 +285	+4%	+$29.4K	0.27%	58
2021 Q4	$769K	Buy	7,098 +9	+0.1%	+$952	0.28%	55
2021 Q3	$729K	Sell	7,089 -281	-4%	-$29.6K	0.29%	54
2021 Q2	$758K	Sell	7,370 -683	-8%	-$69.8K	0.32%	51
2021 Q1	$795K	Sell	8,053 -748	-8%	-$72.6K	0.38%	44
2020 Q4	$853K	Buy	8,801 +20	+0.2%	+$1.89K	0.45%	43
2020 Q3	$807K	Buy	8,781 +812	+10%	+$74.2K	0.49%	40
2020 Q2	$698K	Buy	7,969 +26	+0.3%	+$2.25K	0.46%	43
2020 Q1	$638K	Sell	7,943 -144	-2%	-$13.3K	0.53%	40
2019 Q4	$775K	Buy	+8,087	New	+$770K	0.5%	38

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

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

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HYA Advisors's ACWV Position: Q2 2022 in Review

HYA Advisors reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 7.7% in Q2 2022, selling an estimated $56K and leaving 6,818 shares worth $644K. The position accounts for 0.25% of the portfolio, ranked #61.

HYA Advisors first reported a position in ACWV in Q4 2019 and has held it in 11 quarters since. The position peaked at $853K in Q4 2020. 303 funds tracked by Wall St. Rank hold ACWV as of Q2 2022.

HYA Advisors held 6,818 shares of iShares MSCI Global Min Vol Factor ETF worth $644K as of Q2 2022.
HYA Advisors sold 565 iShares MSCI Global Min Vol Factor ETF shares in Q2 2022, an estimated $56K.
iShares MSCI Global Min Vol Factor ETF made up 0.25% of HYA Advisors's portfolio in Q2 2022, its #61 holding.
HYA Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and has held it in 11 quarters since.
HYA Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $853K in Q4 2020.
303 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.