M&R Capital Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

M&R Capital 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
2023 Q4	–	Sell	-11	Closed	-$1.05K	–	637
2023 Q3	$1.05K	Buy	+11	New	+$1.08K	﹤0.01%	584

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

M&R Capital Management's ACWV Position: Q4 2023 in Review

M&R Capital Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2023, closing a stake of 11 shares — an estimated $1.05K sold.

M&R Capital Management first reported a position in ACWV in Q3 2023 and held it in 1 quarter. The position peaked at $1.05K in Q3 2023. 304 funds tracked by Wall St. Rank hold ACWV as of Q4 2023.

M&R Capital Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
M&R Capital Management sold 11 iShares MSCI Global Min Vol Factor ETF shares in Q4 2023, an estimated $1.05K.
M&R Capital Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2023 and held it in 1 quarter.
M&R Capital Management's iShares MSCI Global Min Vol Factor ETF position peaked at $1.05K in Q3 2023.
304 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2023.

Based on M&R Capital Management's 13F filing for Q4 2023, filed 2 Jan 2024.