IPW
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Impact Partnership Wealth’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-162
Closed -$15.5K – 836
2023
Q3 		$15.5K Buy
162
+153
+1,700% +$15K ﹤0.01% 516
2023
Q2 		$883 Buy
+9
New +$884 ﹤0.01% 808

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Impact Partnership Wealth's ACWV Position: Q4 2023 in Review

Impact Partnership Wealth sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2023, closing a stake of 162 shares — an estimated $15.5K sold.

Impact Partnership Wealth first reported a position in ACWV in Q2 2023 and held it in 2 quarters. The position peaked at $15.5K in Q3 2023. 304 funds tracked by Wall St. Rank hold ACWV as of Q4 2023.

  • Impact Partnership Wealth reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 162 iShares MSCI Global Min Vol Factor ETF shares in Q4 2023, an estimated $15.5K.
  • Impact Partnership Wealth first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's iShares MSCI Global Min Vol Factor ETF position peaked at $15.5K in Q3 2023.
  • 304 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.