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

Insigneo 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
2024 Q4	–	Sell	-6,032	Closed	-$691K	–	626
2024 Q3	$691K	Sell	6,032 -10	-0.2%	-$1.1K	0.07%	241
2024 Q2	$642K	Sell	6,042 -2,398	-28%	-$249K	0.07%	239
2024 Q1	$888K	Sell	8,440 -3,481	-29%	-$357K	0.11%	179
2023 Q4	$1.2M	Sell	11,921 -1,612	-12%	-$156K	0.17%	127
2023 Q3	$1.29M	Buy	13,533 +84	+0.6%	+$8.22K	0.26%	81
2023 Q2	$1.32M	Buy	+13,449	New	+$1.32M	0.25%	83

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Insigneo Advisory Services's ACWV Position: Q4 2024 in Review

Insigneo Advisory Services sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2024, closing a stake of 6,032 shares — an estimated $691K sold.

Insigneo Advisory Services first reported a position in ACWV in Q2 2023 and held it in 6 quarters. The position peaked at $1.32M in Q2 2023. 315 funds tracked by Wall St. Rank hold ACWV as of Q4 2024.

Insigneo Advisory Services reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
Insigneo Advisory Services sold 6,032 iShares MSCI Global Min Vol Factor ETF shares in Q4 2024, an estimated $691K.
Insigneo Advisory Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2023 and held it in 6 quarters.
Insigneo Advisory Services's iShares MSCI Global Min Vol Factor ETF position peaked at $1.32M in Q2 2023.
315 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2024.

Based on Insigneo Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.