Insight Wealth Strategies’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Insight Wealth Strategies’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 Q4	–	Sell	-5,006	Closed	-$514K	–	153
2021 Q3	$514K	Sell	5,006 -57	-1%	-$6K	0.07%	141
2021 Q2	$521K	Buy	5,063 +507	+11%	+$51.8K	0.07%	139
2021 Q1	$449K	Buy	4,556 +1,285	+39%	+$125K	0.06%	150
2020 Q4	$317K	Buy	3,271 +896	+38%	+$84.7K	0.05%	158
2020 Q3	$218K	Buy	2,375 +13	+0.6%	+$1.19K	0.04%	187
2020 Q2	$207K	Buy	+2,362	New	+$204K	0.05%	163
2020 Q1	–	Sell	-3,887	Closed	-$373K	–	152
2019 Q4	$373K	Buy	3,887 +1,211	+45%	+$115K	0.08%	154
2019 Q3	$254K	Buy	2,676 +190	+8%	+$17.7K	0.06%	169
2019 Q2	$229K	Buy	2,486 +212	+9%	+$19.1K	0.06%	148
2019 Q1	$203K	Buy	+2,274	New	+$195K	0.06%	131

Other funds holding ACWV

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 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 $128B AUM 35.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

RWA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LWM

Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

LWA

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

Insight Wealth Strategies's ACWV Position: Q4 2021 in Review

Insight Wealth Strategies sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2021, closing a stake of 5,006 shares — an estimated $514K sold.

Insight Wealth Strategies first reported a position in ACWV in Q1 2019 and held it in 10 quarters. The position peaked at $521K in Q2 2021. 314 funds tracked by Wall St. Rank hold ACWV as of Q4 2021.

Insight Wealth Strategies reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
Insight Wealth Strategies sold 5,006 iShares MSCI Global Min Vol Factor ETF shares in Q4 2021, an estimated $514K.
Insight Wealth Strategies first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2019 and held it in 10 quarters.
Insight Wealth Strategies's iShares MSCI Global Min Vol Factor ETF position peaked at $521K in Q2 2021.
314 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.