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North Star Investment Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

North Star Investment 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
2022
Q4 		– Sell
-144
Closed -$13K – 1314
2022
Q3 		$13K Buy
144
+32
+29% +$3.06K ﹤0.01% 755
2022
Q2 		$11K Buy
+112
New +$11.1K ﹤0.01% 797

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Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

North Star Investment Management's ACWV Position: Q4 2022 in Review

North Star Investment Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2022, closing a stake of 144 shares — an estimated $13K sold.

North Star Investment Management first reported a position in ACWV in Q2 2022 and held it in 2 quarters. The position peaked at $13K in Q3 2022. 308 funds tracked by Wall St. Rank hold ACWV as of Q4 2022.

  • North Star Investment Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • North Star Investment Management sold 144 iShares MSCI Global Min Vol Factor ETF shares in Q4 2022, an estimated $13K.
  • North Star Investment Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2022 and held it in 2 quarters.
  • North Star Investment Management's iShares MSCI Global Min Vol Factor ETF position peaked at $13K in Q3 2022.
  • 308 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2022.

Based on North Star Investment Management's 13F filing for Q4 2022, filed 11 Jan 2023.