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Jacobi Capital Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Jacobi Capital Management’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
-1,765
Closed -$181K – 439
2021
Q3 		$181K Sell
1,765
-221
-11% -$23.3K 0.02% 413
2021
Q2 		$204K Buy
1,986
+19
+1% +$1.94K 0.03% 370
2021
Q1 		$194K Hold
1,967
– – 0.03% 348
2020
Q4 		$191K Sell
1,967
-63
-3% -$5.96K 0.03% 325
2020
Q3 		$187K Sell
2,030
-53
-3% -$4.84K 0.03% 309
2020
Q2 		$182K Sell
2,083
-48
-2% -$4.16K 0.03% 296
2020
Q1 		$171K Sell
2,131
-49
-2% -$4.52K 0.04% 274
2019
Q4 		$209K Buy
2,180
+32
+1% +$3.05K 0.04% 284
2019
Q3 		$204K Sell
2,148
-2
-0.1% -$187 0.04% 277
2019
Q2 		$198K Buy
2,150
+23
+1% +$2.08K 0.04% 276
2019
Q1 		$190K Hold
2,127
– – 0.05% 232
2018
Q4 		$173K Sell
2,127
-21
-1% -$1.77K 0.05% 236
2018
Q3 		$189K Sell
2,148
-79
-4% -$6.79K 0.05% 228
2018
Q2 		$185K Buy
2,227
+23
+1% +$1.93K 0.05% 218
2018
Q1 		$182K Sell
2,204
-86
-4% -$7.27K 0.05% 196
2017
Q4 		$196K Buy
2,290
+637
+39% +$53K 0.06% 172
2017
Q3 		$135K Buy
1,653
+270
+20% +$21.7K 0.05% 199
2017
Q2 		$109K Buy
+1,383
New +$109K 0.04% 188

Other funds holding ACWV

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

Jacobi Capital Management's ACWV Position: Q4 2021 in Review

Jacobi Capital Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2021, closing a stake of 1,765 shares — an estimated $181K sold.

Jacobi Capital Management first reported a position in ACWV in Q2 2017 and held it in 18 quarters. The position peaked at $209K in Q4 2019. 314 funds tracked by Wall St. Rank hold ACWV as of Q4 2021.

  • Jacobi Capital Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 1,765 iShares MSCI Global Min Vol Factor ETF shares in Q4 2021, an estimated $181K.
  • Jacobi Capital Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2017 and held it in 18 quarters.
  • Jacobi Capital Management's iShares MSCI Global Min Vol Factor ETF position peaked at $209K in Q4 2019.
  • 314 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.