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

Laidlaw 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
2025
Q1 		– Sell
-10,189
Closed -$1.11M – 58
2024
Q4 		$1.11M Sell
10,189
-2,806
-22% -$318K 0.48% 59
2024
Q3 		$1.49M Buy
12,995
+1,636
+14% +$180K 0.74% 41
2024
Q2 		$1.19M Sell
11,359
-626
-5% -$65.1K 0.65% 48
2024
Q1 		$1.26M Sell
11,985
-2,306
-16% -$237K 0.7% 44
2023
Q4 		$1.43M Sell
14,291
-7,291
-34% -$707K 0.52% 51
2023
Q3 		$2.06M Sell
21,582
-4,245
-16% -$415K 0.68% 37
2023
Q2 		$2.53M Buy
25,827
+339
+1% +$33.3K 0.5% 50
2023
Q1 		$2.47M Sell
25,488
-2,072
-8% -$197K 0.5% 52
2022
Q4 		$2.62M Buy
27,560
+707
+3% +$66.3K 0.56% 45
2022
Q3 		$2.38M Buy
26,853
+499
+2% +$47.7K 0.56% 47
2022
Q2 		$2.49M Buy
26,354
+2,986
+13% +$296K 0.51% 56
2022
Q1 		$2.45M Buy
23,368
+2,643
+13% +$273K 0.41% 64
2021
Q4 		$2.24M Buy
20,725
+1,746
+9% +$185K 0.36% 76
2021
Q3 		$1.95M Sell
18,979
-2,167
-10% -$228K 0.5% 55
2021
Q2 		$2.17M Buy
21,146
+3,377
+19% +$345K 0.56% 48
2021
Q1 		$1.75M Buy
17,769
+6,749
+61% +$655K 0.6% 46
2020
Q4 		$1.07M Buy
11,020
+4,640
+73% +$439K 0.22% 118
2020
Q3 		$586K Buy
+6,380
New +$583K 0.26% 99

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Laidlaw Wealth Management's ACWV Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2025, closing a stake of 10,189 shares — an estimated $1.11M sold.

Laidlaw Wealth Management first reported a position in ACWV in Q3 2020 and held it in 18 quarters. The position peaked at $2.62M in Q4 2022. 327 funds tracked by Wall St. Rank hold ACWV as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 10,189 iShares MSCI Global Min Vol Factor ETF shares in Q1 2025, an estimated $1.11M.
  • Laidlaw Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2020 and held it in 18 quarters.
  • Laidlaw Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $2.62M in Q4 2022.
  • 327 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.