IF
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Integrity Financial’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Integrity Financial’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
2022
Q3 		– Sell
-2,004
Closed -$189K – 203
2022
Q2 		$189K Hold
2,004
– – 0.18% 86
2022
Q1 		$210K Sell
2,004
-188
-9% -$19.4K 0.17% 85
2021
Q4 		$237K Buy
+2,192
New +$232K 0.18% 91

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrity Financial's ACWV Position: Q3 2022 in Review

Integrity Financial sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2022, closing a stake of 2,004 shares — an estimated $189K sold.

Integrity Financial first reported a position in ACWV in Q4 2021 and held it in 3 quarters. The position peaked at $237K in Q4 2021. 293 funds tracked by Wall St. Rank hold ACWV as of Q3 2022.

  • Integrity Financial reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Integrity Financial sold 2,004 iShares MSCI Global Min Vol Factor ETF shares in Q3 2022, an estimated $189K.
  • Integrity Financial first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and held it in 3 quarters.
  • Integrity Financial's iShares MSCI Global Min Vol Factor ETF position peaked at $237K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2022.

Based on Integrity Financial's 13F filing for Q3 2022, filed 3 Nov 2022.