KB Financial Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

KB Financial Partners’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	$188K	Hold	1,975	–	–	0.05%	166
2023 Q2	$194K	Hold	1,975	–	–	0.05%	174
2023 Q1	$191K	Sell	1,975 -967	-33%	-$92.2K	0.06%	165
2022 Q4	$280K	Hold	2,942	–	–	0.1%	141
2022 Q3	$261K	Hold	2,942	–	–	0.09%	140
2022 Q2	$278K	Sell	2,942 -203	-6%	-$20.1K	0.1%	135
2022 Q1	$330K	Sell	3,145 -876	-22%	-$90.4K	0.09%	124
2021 Q4	$435K	Sell	4,021 -6,337	-61%	-$670K	0.12%	94
2021 Q3	$1.06M	Sell	10,358 -550	-5%	-$57.9K	0.39%	21
2021 Q2	$1.12M	Sell	10,908 -6,375	-37%	-$651K	0.42%	20
2021 Q1	$1.71M	Buy	+17,283	New	+$1.68M	0.73%	13

Other funds holding ACWV

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KB Financial Partners's ACWV Position: Q3 2023 in Review

KB Financial Partners held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2023 at 1,975 shares worth $188K. The position accounts for 0.05% of the portfolio, ranked #166.

KB Financial Partners first reported a position in ACWV in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.71M in Q1 2021. 291 funds tracked by Wall St. Rank hold ACWV as of Q3 2023.

KB Financial Partners held 1,975 shares of iShares MSCI Global Min Vol Factor ETF worth $188K as of Q3 2023.
KB Financial Partners left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2023.
iShares MSCI Global Min Vol Factor ETF made up 0.05% of KB Financial Partners's portfolio in Q3 2023, its #166 holding.
KB Financial Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $1.71M in Q1 2021.
291 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.