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Money Concepts Capital’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,151
Closed -$109K – 485
2022
Q4 		$109K Buy
1,151
+1,126
+4,504% +$106K ﹤0.01% 932
2022
Q3 		$2K Hold
25
– – ﹤0.01% 1356
2022
Q2 		$2K Sell
25
-1,120
-98% -$111K ﹤0.01% 1297
2022
Q1 		$120K Buy
+1,145
New +$118K 0.01% 921

Other funds holding ACWV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Money Concepts Capital's ACWV Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2023, closing a stake of 1,151 shares — an estimated $109K sold.

Money Concepts Capital first reported a position in ACWV in Q1 2022 and held it in 4 quarters. The position peaked at $120K in Q1 2022. 296 funds tracked by Wall St. Rank hold ACWV as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,151 iShares MSCI Global Min Vol Factor ETF shares in Q1 2023, an estimated $109K.
  • Money Concepts Capital first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's iShares MSCI Global Min Vol Factor ETF position peaked at $120K in Q1 2022.
  • 296 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.