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JP Morgan Private Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$7.64M Sell
80,086
-310
-0.4% -$30.3K 0.02% 418
2023
Q2 		$7.88M Sell
80,396
-11,998
-13% -$1.18M 0.04% 266
2023
Q1 		$8.94M Buy
92,394
+3,397
+4% +$324K 0.02% 456
2022
Q4 		$8.46M Buy
88,997
+27,925
+46% +$2.62M 0.02% 458
2022
Q3 		$5.41M Buy
61,072
+19,085
+45% +$1.82M 0.01% 542
2022
Q2 		$3.97M Sell
41,987
-639
-1% -$63.3K 0.01% 640
2022
Q1 		$4.47M Buy
42,626
+4,406
+12% +$454K 0.01% 654
2021
Q4 		$4.14M Buy
38,220
+527
+1% +$55.7K 0.01% 658
2021
Q3 		$3.87M Sell
37,693
-3,265
-8% -$344K 0.01% 660
2021
Q2 		$4.21M Buy
40,958
+12,952
+46% +$1.32M 0.01% 636
2021
Q1 		$2.76M Sell
28,006
-24,394
-47% -$2.37M 0.01% 662
2020
Q4 		$5.08M Buy
52,400
+11,469
+28% +$1.08M 0.02% 480
2020
Q3 		$3.76M Sell
40,931
-300
-0.7% -$27.4K 0.01% 497
2020
Q2 		$3.61M Sell
41,231
-2,696
-6% -$233K 0.02% 435
2020
Q1 		$3.53M Sell
43,927
-7,960
-15% -$734K 0.02% 422
2019
Q4 		$4.97M Buy
51,887
+500
+1% +$47.6K 0.02% 422
2019
Q3 		$4.87M Buy
51,387
+2,250
+5% +$210K 0.03% 405
2019
Q2 		$4.53M Sell
49,137
-3,953
-7% -$357K 0.02% 406
2019
Q1 		$4.75M Sell
53,090
-4,931
-8% -$424K 0.02% 410
2018
Q4 		$4.71M Sell
58,021
-38,350
-40% -$3.24M 0.03% 371
2018
Q3 		$8.47M Sell
96,371
-10,083
-9% -$867K 0.04% 331
2018
Q2 		$8.84M Sell
106,454
-6,007
-5% -$503K 0.05% 293
2018
Q1 		$9.43M Buy
112,461
+468
+0.4% +$39.6K 0.06% 242
2017
Q4 		$9.44M Buy
111,993
+309
+0.3% +$25.7K 0.06% 244
2017
Q3 		$9.09M Buy
111,684
+16,325
+17% +$1.31M 0.07% 241
2017
Q2 		$7.54M Sell
95,359
-4,841
-5% -$382K 0.06% 252
2017
Q1 		$7.73M Buy
100,200
+6,187
+7% +$466K 0.06% 249
2016
Q4 		$6.83M Sell
94,013
-1,082
-1% -$79.4K 0.06% 240
2016
Q3 		$7.25M Buy
95,095
+42,695
+81% +$3.28M 0.07% 229
2016
Q2 		$4M Buy
+52,400
New +$3.88M 0.04% 304

Other funds holding ACWV

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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 $116B AUM 26.37% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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 $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ACWV Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.39% in Q3 2023, selling an estimated $30.3K and leaving 80,086 shares worth $7.64M. The position accounts for 0.02% of the portfolio, ranked #418.

JP Morgan Private Wealth Advisors first reported a position in ACWV in Q2 2016 and has held it in 30 quarters since. The position peaked at $9.44M in Q4 2017. 291 funds tracked by Wall St. Rank hold ACWV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 80,086 shares of iShares MSCI Global Min Vol Factor ETF worth $7.64M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 310 iShares MSCI Global Min Vol Factor ETF shares in Q3 2023, an estimated $30.3K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #418 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2016 and has held it in 30 quarters since.
  • JP Morgan Private Wealth Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $9.44M in Q4 2017.
  • 291 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.