Lido Advisors
ACWV icon

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

Lido 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
2024
Q1 		– Sell
-2,422
Closed -$243K – 1381
2023
Q4 		$243K Sell
2,422
-33
-1% -$3.2K ﹤0.01% 1127
2023
Q3 		$234K Buy
2,455
+112
+5% +$11K ﹤0.01% 1026
2023
Q2 		$230K Sell
2,343
-187
-7% -$18.4K ﹤0.01% 1053
2023
Q1 		$245K Buy
+2,530
New +$241K ﹤0.01% 936
2017
Q1 		– Sell
-2,761
Closed -$200K – 239
2016
Q4 		$200K Buy
+2,761
New +$203K 0.05% 195

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Lido Advisors's ACWV Position: Q1 2024 in Review

Lido Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2024, closing a stake of 2,422 shares — an estimated $243K sold.

Lido Advisors first reported a position in ACWV in Q4 2016 and held it in 5 quarters. The position peaked at $245K in Q1 2023. 303 funds tracked by Wall St. Rank hold ACWV as of Q1 2024.

  • Lido Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Lido Advisors sold 2,422 iShares MSCI Global Min Vol Factor ETF shares in Q1 2024, an estimated $243K.
  • Lido Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2016 and held it in 5 quarters.
  • Lido Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $245K in Q1 2023.
  • 303 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2024.

Based on Lido Advisors's 13F filing for Q1 2024, filed 15 May 2024.