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Legacy Financial Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Legacy Financial Advisors’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
2022
Q2 		– Sell
-1,975
Closed -$207K – 220
2022
Q1 		$207K Sell
1,975
-134
-6% -$13.8K 0.05% 231
2021
Q4 		$228K Sell
2,109
-408
-16% -$43.1K 0.05% 184
2021
Q3 		$259K Sell
2,517
-138
-5% -$14.5K 0.06% 146
2021
Q2 		$273K Sell
2,655
-419
-14% -$42.8K 0.07% 130
2021
Q1 		$303K Sell
3,074
-90
-3% -$8.73K 0.08% 107
2020
Q4 		$307K Sell
3,164
-3,123
-50% -$295K 0.09% 96
2020
Q3 		$578K Buy
+6,287
New +$575K 0.18% 50
2020
Q1 		– Sell
-6,325
Closed -$606K – 58
2019
Q4 		$606K Sell
6,325
-1,575
-20% -$150K 0.19% 54
2019
Q3 		$749K Sell
7,900
-586
-7% -$54.6K 0.25% 44
2019
Q2 		$782K Buy
8,486
+300
+4% +$27.1K 0.28% 39
2019
Q1 		$732K Sell
8,186
-19,470
-70% -$1.67M 0.25% 42
2018
Q4 		$2.25M Buy
27,656
+25,477
+1,169% +$2.15M 0.87% 12
2018
Q3 		$191K Hold
2,179
– – 0.07% 110
2018
Q2 		$185K Hold
2,179
– – 0.07% 112
2018
Q1 		$183K Hold
2,179
– – 0.07% 117
2017
Q4 		$183K Buy
+2,179
New +$181K 0.08% 119

Other funds holding ACWV

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Financial Advisors's ACWV Position: Q2 2022 in Review

Legacy Financial Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2022, closing a stake of 1,975 shares — an estimated $207K sold.

Legacy Financial Advisors first reported a position in ACWV in Q4 2017 and held it in 16 quarters. The position peaked at $2.25M in Q4 2018. 303 funds tracked by Wall St. Rank hold ACWV as of Q2 2022.

  • Legacy Financial Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,975 iShares MSCI Global Min Vol Factor ETF shares in Q2 2022, an estimated $207K.
  • Legacy Financial Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and held it in 16 quarters.
  • Legacy Financial Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $2.25M in Q4 2018.
  • 303 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2022.

Based on Legacy Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.