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Pittenger & Anderson Inc’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Pittenger & Anderson Inc’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
2024
Q2 		– Sell
-123
Closed -$12.9K – 444
2024
Q1 		$12.9K Buy
+123
New +$12.6K ﹤0.01% 358
2023
Q2 		– Sell
-123
Closed -$11.9K – 466
2023
Q1 		$11.9K Buy
+123
New +$11.7K ﹤0.01% 343

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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Pittenger & Anderson Inc's ACWV Position: Q2 2024 in Review

Pittenger & Anderson Inc sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2024, closing a stake of 123 shares — an estimated $12.9K sold.

Pittenger & Anderson Inc first reported a position in ACWV in Q1 2023 and held it in 2 quarters. The position peaked at $12.9K in Q1 2024. 305 funds tracked by Wall St. Rank hold ACWV as of Q2 2024.

  • Pittenger & Anderson Inc reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 123 iShares MSCI Global Min Vol Factor ETF shares in Q2 2024, an estimated $12.9K.
  • Pittenger & Anderson Inc first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2023 and held it in 2 quarters.
  • Pittenger & Anderson Inc's iShares MSCI Global Min Vol Factor ETF position peaked at $12.9K in Q1 2024.
  • 305 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2024.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2024, filed 9 Aug 2024.