IWM
ACWV icon

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

IHT 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
2021
Q1 		– Sell
-2,140
Closed -$207K – 831
2020
Q4 		$207K Buy
+2,140
New +$202K 0.02% 681
2018
Q2 		– Sell
-44
Closed -$4K – 418
2018
Q1 		$4K Hold
44
– – ﹤0.01% 1370
2017
Q4 		$4K Hold
44
– – ﹤0.01% 1364
2017
Q3 		$4K Hold
44
– – ﹤0.01% 1110
2017
Q2 		$3 Hold
44
– – ﹤0.01% 1151
2017
Q1 		$3K Buy
+44
New +$3.31K ﹤0.01% 1013

Other funds holding ACWV

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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return