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Karpus Investment Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Karpus Investment 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
2023
Q1 		– Sell
-3,265
Closed -$310K – 377
2022
Q4 		$310K Sell
3,265
-148,090
-98% -$13.9M 0.01% 378
2022
Q3 		$13.4M Sell
151,355
-625
-0.4% -$59.7K 0.47% 50
2022
Q2 		$14.4M Buy
+151,980
New +$15.1M 0.48% 40

Other funds holding ACWV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Karpus Investment Management's ACWV Position: Q1 2023 in Review

Karpus Investment Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2023, closing a stake of 3,265 shares — an estimated $310K sold.

Karpus Investment Management first reported a position in ACWV in Q2 2022 and held it in 3 quarters. The position peaked at $14.4M in Q2 2022. 296 funds tracked by Wall St. Rank hold ACWV as of Q1 2023.

  • Karpus Investment Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Karpus Investment Management sold 3,265 iShares MSCI Global Min Vol Factor ETF shares in Q1 2023, an estimated $310K.
  • Karpus Investment Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2022 and held it in 3 quarters.
  • Karpus Investment Management's iShares MSCI Global Min Vol Factor ETF position peaked at $14.4M in Q2 2022.
  • 296 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2023.

Based on Karpus Investment Management's 13F filing for Q1 2023, filed 11 May 2023.