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

Liberty 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
2022 Q1	–	Sell	-1,560	Closed	-$159M	–	159
2021 Q4	$159M	Sell	1,560 -1,265	-45%	-$134K	6.88%	4
2021 Q3	$290K	Buy	2,825 +2,714	+2,445%	+$286K	0.1%	120
2021 Q2	$11K	Buy	111 +1	+0.9%	+$102	﹤0.01%	622
2021 Q1	$10K	Hold	110	–	–	﹤0.01%	585
2020 Q4	$10K	Buy	110 +1	+0.9%	+$95	﹤0.01%	580
2020 Q3	$10K	Hold	109	–	–	0.01%	508
2020 Q2	$10K	Buy	109 +1	+0.9%	+$87	0.01%	485
2020 Q1	$9K	Hold	108	–	–	0.01%	473
2019 Q4	$10K	Buy	108 +2	+2%	+$190	0.01%	528
2019 Q3	$10K	Hold	106	–	–	0.01%	510
2019 Q2	$10K	Buy	106 +1	+1%	+$90	0.01%	517
2019 Q1	$9K	Hold	105	–	–	0.01%	451
2018 Q4	$8K	Buy	+105	New	+$8.87K	0.01%	459

Other funds holding ACWV

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 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

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

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

Liberty Wealth Management's ACWV Position: Q1 2022 in Review

Liberty Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2022, closing a stake of 1,560 shares — an estimated $159M sold.

Liberty Wealth Management first reported a position in ACWV in Q4 2018 and held it in 13 quarters. The position peaked at $159M in Q4 2021. 310 funds tracked by Wall St. Rank hold ACWV as of Q1 2022.

Liberty Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Liberty Wealth Management sold 1,560 iShares MSCI Global Min Vol Factor ETF shares in Q1 2022, an estimated $159M.
Liberty Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2018 and held it in 13 quarters.
Liberty Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $159M in Q4 2021.
310 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2022.

Based on Liberty Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.