MD Financial Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

MD Financial 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
2021 Q4	$157M	Buy	1,451,655 +979,581	+208%	+$104M	3.79%	4
2021 Q3	$48.5M	Buy	+472,074	New	+$49.7M	1.23%	29
2020 Q3	–	Sell	-691,085	Closed	-$60.5M	–	43
2020 Q2	$60.5M	Sell	691,085 -188,596	-21%	-$16.3M	3.27%	14
2020 Q1	$70.7M	Buy	879,681 +599,932	+214%	+$55.3M	4.37%	7
2019 Q4	$26.8M	Sell	279,749 -515,315	-65%	-$49M	1.35%	24
2019 Q3	$75.3M	Sell	795,064 -32,568	-4%	-$3.04M	3.95%	10
2019 Q2	$76.2M	Buy	827,632 +165,344	+25%	+$14.9M	3.69%	9
2019 Q1	$59.3M	Buy	662,288 +85,369	+15%	+$7.33M	2.71%	19
2018 Q4	$46.9M	Sell	576,919 -22,267	-4%	-$1.88M	2.34%	18
2018 Q3	$52.6M	Sell	599,186 -41,149	-6%	-$3.54M	2.39%	18
2018 Q2	$53.2M	Sell	640,335 -15,621	-2%	-$1.31M	2.46%	18
2018 Q1	$55M	Buy	655,956 +78,948	+14%	+$6.67M	2.63%	19
2017 Q4	$48.7M	Buy	+577,008	New	+$48M	2.38%	19

Other funds holding ACWV

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LWM

Liberty Wealth Management Oakland, California $800M AUM 22.73% 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

MD Financial Management's ACWV Position: Q4 2021 in Review

MD Financial Management increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 208% in Q4 2021, buying an estimated $104M and bringing the position to 1,451,655 shares worth $157M. The position accounts for 3.79% of the portfolio, ranked #4.

MD Financial Management first reported a position in ACWV in Q4 2017 and has held it in 13 quarters since. 314 funds tracked by Wall St. Rank hold ACWV as of Q4 2021.

MD Financial Management held 1,451,655 shares of iShares MSCI Global Min Vol Factor ETF worth $157M as of Q4 2021.
MD Financial Management bought 979,581 iShares MSCI Global Min Vol Factor ETF shares in Q4 2021, an estimated $104M.
iShares MSCI Global Min Vol Factor ETF made up 3.79% of MD Financial Management's portfolio in Q4 2021, its #4 holding.
MD Financial Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and has held it in 13 quarters since.
314 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.