IMA Advisory Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

IMA Advisory Services’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 Q3	–	Sell	-4	Closed	–	–	286
2021 Q2	$0	Sell	4 -236	-98%	-$24.1K	﹤0.01%	283
2021 Q1	$24K	Buy	+240	New	+$23.3K	0.01%	185

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 $116B AUM 26.37% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RWA

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

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

WANY

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

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IMA Advisory Services's ACWV Position: Q3 2021 in Review

IMA Advisory Services sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2021, closing a stake of 4 shares.

IMA Advisory Services first reported a position in ACWV in Q1 2021 and held it in 2 quarters. The position peaked at $24K in Q1 2021. 286 funds tracked by Wall St. Rank hold ACWV as of Q3 2021.

IMA Advisory Services reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
IMA Advisory Services sold 4 iShares MSCI Global Min Vol Factor ETF shares in Q3 2021.
IMA Advisory Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2021 and held it in 2 quarters.
IMA Advisory Services's iShares MSCI Global Min Vol Factor ETF position peaked at $24K in Q1 2021.
286 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2021.

Based on IMA Advisory Services's 13F filing for Q3 2021, filed 3 Nov 2021.