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JT Stratford LLC’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

JT Stratford LLC’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
Q1 		– Sell
-2,253
Closed -$226K – 259
2023
Q4 		$226K Sell
2,253
-249
-10% -$24.2K 0.05% 227
2023
Q3 		$239K Buy
2,502
+65
+3% +$6.36K 0.06% 213
2023
Q2 		$239K Sell
2,437
-39,051
-94% -$3.84M 0.06% 213
2023
Q1 		$4.01M Buy
+41,488
New +$3.95M 1.15% 15

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JT Stratford LLC's ACWV Position: Q1 2024 in Review

JT Stratford LLC sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2024, closing a stake of 2,253 shares — an estimated $226K sold.

JT Stratford LLC first reported a position in ACWV in Q1 2023 and held it in 4 quarters. The position peaked at $4.01M in Q1 2023. 303 funds tracked by Wall St. Rank hold ACWV as of Q1 2024.

  • JT Stratford LLC reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
  • JT Stratford LLC sold 2,253 iShares MSCI Global Min Vol Factor ETF shares in Q1 2024, an estimated $226K.
  • JT Stratford LLC first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2023 and held it in 4 quarters.
  • JT Stratford LLC's iShares MSCI Global Min Vol Factor ETF position peaked at $4.01M in Q1 2023.
  • 303 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2024.

Based on JT Stratford LLC's 13F filing for Q1 2024, filed 14 May 2024.