Lazard Asset Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Lazard Asset 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
2024 Q1	–	Sell	-28	Closed	-$2K	–	2017
2023 Q4	$2K	Hold	28	–	–	﹤0.01%	2157
2023 Q3	$2K	Hold	28	–	–	﹤0.01%	2195
2023 Q2	$2K	Hold	28	–	–	﹤0.01%	2225
2023 Q1	$2K	Hold	28	–	–	﹤0.01%	2196
2022 Q4	$2K	Hold	28	–	–	﹤0.01%	2277
2022 Q3	$2K	Hold	28	–	–	﹤0.01%	2203
2022 Q2	$2K	Hold	28	–	–	﹤0.01%	2283
2022 Q1	$2K	Hold	28	–	–	﹤0.01%	2231
2021 Q4	$3K	Hold	28	–	–	﹤0.01%	2191
2021 Q3	$2K	Buy	28 +17	+155%	+$1.79K	﹤0.01%	2114
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	1933
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	1819
2020 Q4	$1K	Hold	11	–	–	﹤0.01%	1814
2020 Q3	$1K	Hold	11	–	–	﹤0.01%	1580
2020 Q2	$0	Hold	11	–	–	﹤0.01%	1603
2020 Q1	$0	Buy	+11	New	+$1.01K	﹤0.01%	1561

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Lazard Asset Management's ACWV Position: Q1 2024 in Review

Lazard Asset Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2024, closing a stake of 28 shares — an estimated $2K sold.

Lazard Asset Management first reported a position in ACWV in Q1 2020 and held it in 16 quarters. The position peaked at $3K in Q4 2021. 303 funds tracked by Wall St. Rank hold ACWV as of Q1 2024.

Lazard Asset Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Lazard Asset Management sold 28 iShares MSCI Global Min Vol Factor ETF shares in Q1 2024, an estimated $2K.
Lazard Asset Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2020 and held it in 16 quarters.
Lazard Asset Management's iShares MSCI Global Min Vol Factor ETF position peaked at $3K in Q4 2021.
303 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2024.

Based on Lazard Asset Management's 13F filing for Q1 2024, filed 14 May 2024.