Peterson Financial Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Peterson Financial Group’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	-2,511	Closed	-$239K	–	21
2022 Q4	$239K	Buy	2,511 +7	+0.3%	+$657	0.32%	67
2022 Q3	$222K	Buy	2,504 +31	+1%	+$2.96K	0.22%	70
2022 Q2	$234K	Sell	2,473 -41	-2%	-$4.06K	0.22%	68
2022 Q1	$263K	Sell	2,514 -199	-7%	-$20.5K	0.22%	72
2021 Q4	$294K	Buy	+2,713	New	+$287K	0.24%	71

Other funds holding ACWV

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Peterson Financial Group's ACWV Position: Q1 2023 in Review

Peterson Financial Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2023, closing a stake of 2,511 shares — an estimated $239K sold.

Peterson Financial Group first reported a position in ACWV in Q4 2021 and held it in 5 quarters. The position peaked at $294K in Q4 2021. 296 funds tracked by Wall St. Rank hold ACWV as of Q1 2023.

Peterson Financial Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Peterson Financial Group sold 2,511 iShares MSCI Global Min Vol Factor ETF shares in Q1 2023, an estimated $239K.
Peterson Financial Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and held it in 5 quarters.
Peterson Financial Group's iShares MSCI Global Min Vol Factor ETF position peaked at $294K in Q4 2021.
296 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2023.

Based on Peterson Financial Group's 13F filing for Q1 2023, filed 25 Apr 2023.