Pacifica Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Pacifica Partners’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	-36	Closed	-$3.4K	–	550
2023 Q3	$3.4K	Sell	36 -93	-72%	-$9.1K	﹤0.01%	446
2023 Q2	$12.6K	Hold	129	–	–	0.01%	275
2023 Q1	$12.6K	Hold	129	–	–	0.01%	284
2022 Q4	$12.3K	Hold	129	–	–	0.01%	264
2022 Q3	$12K	Hold	129	–	–	0.01%	274
2022 Q2	$12K	Hold	129	–	–	0.01%	285
2022 Q1	$13K	Buy	129 +36	+39%	+$3.71K	0.01%	274
2021 Q4	$10K	Hold	93	–	–	0.01%	299
2021 Q3	$10K	Hold	93	–	–	0.01%	292
2021 Q2	$10K	Hold	93	–	–	0.01%	283
2021 Q1	$9K	Hold	93	–	–	0.01%	269
2020 Q4	$9K	Buy	+93	New	+$8.79K	0.01%	251

Other funds holding ACWV

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Pacifica Partners's ACWV Position: Q4 2023 in Review

Pacifica Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2023, closing a stake of 36 shares — an estimated $3.4K sold.

Pacifica Partners first reported a position in ACWV in Q4 2020 and held it in 12 quarters. The position peaked at $13K in Q1 2022. 304 funds tracked by Wall St. Rank hold ACWV as of Q4 2023.

Pacifica Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
Pacifica Partners sold 36 iShares MSCI Global Min Vol Factor ETF shares in Q4 2023, an estimated $3.4K.
Pacifica Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and held it in 12 quarters.
Pacifica Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $13K in Q1 2022.
304 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2023.

Based on Pacifica Partners's 13F filing for Q4 2023, filed 8 Jan 2024.