Ironwood Wealth Management (West Virginia)’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Ironwood Wealth Management (West Virginia)’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 Q1	–	Sell	-49	Closed	-$5K	–	22
2021 Q4	$5K	Hold	49	–	–	﹤0.01%	22
2021 Q3	$5K	Sell	49 -8	-14%	-$842	﹤0.01%	20
2021 Q2	$6K	Hold	57	–	–	﹤0.01%	34
2021 Q1	$6K	Sell	57 -58,730	-100%	-$5.7M	﹤0.01%	26
2020 Q4	$5.7M	Buy	+58,787	New	+$5.56M	5.13%	8

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RWA

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Ironwood Wealth Management (West Virginia)'s ACWV Position: Q1 2022 in Review

Ironwood Wealth Management (West Virginia) sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2022, closing a stake of 49 shares — an estimated $5K sold.

Ironwood Wealth Management (West Virginia) first reported a position in ACWV in Q4 2020 and held it in 5 quarters. The position peaked at $5.7M in Q4 2020. 310 funds tracked by Wall St. Rank hold ACWV as of Q1 2022.

Ironwood Wealth Management (West Virginia) reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Ironwood Wealth Management (West Virginia) sold 49 iShares MSCI Global Min Vol Factor ETF shares in Q1 2022, an estimated $5K.
Ironwood Wealth Management (West Virginia) first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and held it in 5 quarters.
Ironwood Wealth Management (West Virginia)'s iShares MSCI Global Min Vol Factor ETF position peaked at $5.7M in Q4 2020.
310 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2022.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q1 2022, filed 21 Apr 2022.