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Keebeck Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Keebeck Wealth 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
Q3 		– Sell
-43,856
Closed -$4.51M – 215
2021
Q2 		$4.51M Sell
43,856
-13,718
-24% -$1.4M 0.65% 36
2021
Q1 		$5.68M Hold
57,574
– – 0.88% 29
2020
Q4 		$5.58M Buy
57,574
+5,467
+10% +$517K 0.97% 25
2020
Q3 		$4.79M Buy
+52,107
New +$4.76M 0.99% 23

Other funds holding ACWV

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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Keebeck Wealth Management's ACWV Position: Q3 2021 in Review

Keebeck Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2021, closing a stake of 43,856 shares — an estimated $4.51M sold.

Keebeck Wealth Management first reported a position in ACWV in Q3 2020 and held it in 4 quarters. The position peaked at $5.68M in Q1 2021. 286 funds tracked by Wall St. Rank hold ACWV as of Q3 2021.

  • Keebeck Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Keebeck Wealth Management sold 43,856 iShares MSCI Global Min Vol Factor ETF shares in Q3 2021, an estimated $4.51M.
  • Keebeck Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2020 and held it in 4 quarters.
  • Keebeck Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $5.68M in Q1 2021.
  • 286 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2021.

Based on Keebeck Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.