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Kiely Wealth Advisory Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$1.47K Hold
13
– – ﹤0.01% 296
2024
Q3 		$1.48K Hold
13
– – ﹤0.01% 296
2024
Q2 		$1.4K Hold
13
– – ﹤0.01% 285
2024
Q1 		$1.34K Hold
13
– – ﹤0.01% 261
2023
Q4 		$1.32K Buy
+13
New +$1.26K ﹤0.01% 257

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kiely Wealth Advisory Group's ACWV Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q4 2024 at 13 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Kiely Wealth Advisory Group first reported a position in ACWV in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.48K in Q3 2024. 315 funds tracked by Wall St. Rank hold ACWV as of Q4 2024.

  • Kiely Wealth Advisory Group held 13 shares of iShares MSCI Global Min Vol Factor ETF worth $1.47K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q4 2024.
  • iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #296 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's iShares MSCI Global Min Vol Factor ETF position peaked at $1.48K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.