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Lee, Danner & Bass’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Lee, Danner & Bass’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
-300
Closed -$32.8K – 226
2024
Q4 		$32.8K Buy
+300
New +$34K ﹤0.01% 397

Other funds holding ACWV

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AL
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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

Lee, Danner & Bass's ACWV Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2025, closing a stake of 300 shares — an estimated $32.8K sold.

Lee, Danner & Bass first reported a position in ACWV in Q4 2024 and held it in 1 quarter. The position peaked at $32.8K in Q4 2024. 327 funds tracked by Wall St. Rank hold ACWV as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 300 iShares MSCI Global Min Vol Factor ETF shares in Q1 2025, an estimated $32.8K.
  • Lee, Danner & Bass first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares MSCI Global Min Vol Factor ETF position peaked at $32.8K in Q4 2024.
  • 327 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.