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

My Legacy 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
2023
Q2 		– Sell
-2,395
Closed -$235K – 211
2023
Q1 		$235K Sell
2,395
-206
-8% -$19.6K 0.1% 196
2022
Q4 		$250K Sell
2,601
-1,092
-30% -$102K 0.11% 186
2022
Q3 		$324K Sell
3,693
-3,673
-50% -$351K 0.16% 175
2022
Q2 		$701K Sell
7,366
-4,550
-38% -$451K 0.35% 104
2022
Q1 		$1.25M Buy
+11,916
New +$1.23M 0.58% 42

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

My Legacy Advisors's ACWV Position: Q2 2023 in Review

My Legacy Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2023, closing a stake of 2,395 shares — an estimated $235K sold.

My Legacy Advisors first reported a position in ACWV in Q1 2022 and held it in 5 quarters. The position peaked at $1.25M in Q1 2022. 293 funds tracked by Wall St. Rank hold ACWV as of Q2 2023.

  • My Legacy Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • My Legacy Advisors sold 2,395 iShares MSCI Global Min Vol Factor ETF shares in Q2 2023, an estimated $235K.
  • My Legacy Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2022 and held it in 5 quarters.
  • My Legacy Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $1.25M in Q1 2022.
  • 293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2023.

Based on My Legacy Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.