Laird Norton Wetherby Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Laird Norton Wetherby 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	-2,195	Closed	-$226K	–	931
2021 Q2	$226K	Buy	+2,195	New	+$224K	0.01%	820
2021 Q1	–	Sell	-2,195	Closed	-$213K	–	784
2020 Q4	$213K	Buy	+2,195	New	+$207K	0.01%	793

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 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

Laird Norton Wetherby Wealth Management's ACWV Position: Q3 2021 in Review

Laird Norton Wetherby Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2021, closing a stake of 2,195 shares — an estimated $226K sold.

Laird Norton Wetherby Wealth Management first reported a position in ACWV in Q4 2020 and held it in 2 quarters. The position peaked at $226K in Q2 2021. 286 funds tracked by Wall St. Rank hold ACWV as of Q3 2021.

Laird Norton Wetherby Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 2,195 iShares MSCI Global Min Vol Factor ETF shares in Q3 2021, an estimated $226K.
Laird Norton Wetherby Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and held it in 2 quarters.
Laird Norton Wetherby Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $226K in Q2 2021.
286 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2021.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.