Princeton Global Asset Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Princeton Global Asset 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
2024 Q1	–	Sell	-41	Closed	-$4.08K	–	602
2023 Q4	$4.08K	Buy	41 +1	+3%	+$97	﹤0.01%	510
2023 Q3	$3.82K	Sell	40 -35	-47%	-$3.42K	﹤0.01%	486
2023 Q2	$7.39K	Hold	75	–	–	﹤0.01%	438
2023 Q1	$7.22K	Hold	75	–	–	﹤0.01%	440
2022 Q4	$7K	Buy	75 +1	+1%	+$94	﹤0.01%	424
2022 Q3	$7K	Hold	74	–	–	﹤0.01%	418
2022 Q2	$7K	Buy	74 +1	+1%	+$99	﹤0.01%	431
2022 Q1	$8K	Hold	73	–	–	﹤0.01%	465
2021 Q4	$8K	Buy	73 +1	+1%	+$106	﹤0.01%	423
2021 Q3	$7K	Hold	72	–	–	﹤0.01%	426
2021 Q2	$7K	Hold	72	–	–	﹤0.01%	436
2021 Q1	$7K	Hold	72	–	–	﹤0.01%	406
2020 Q4	$7K	Buy	+72	New	+$6.81K	﹤0.01%	410

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Princeton Global Asset Management's ACWV Position: Q1 2024 in Review

Princeton Global Asset Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2024, closing a stake of 41 shares — an estimated $4.08K sold.

Princeton Global Asset Management first reported a position in ACWV in Q4 2020 and held it in 13 quarters. The position peaked at $8K in Q1 2022. 303 funds tracked by Wall St. Rank hold ACWV as of Q1 2024.

Princeton Global Asset Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Princeton Global Asset Management sold 41 iShares MSCI Global Min Vol Factor ETF shares in Q1 2024, an estimated $4.08K.
Princeton Global Asset Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and held it in 13 quarters.
Princeton Global Asset Management's iShares MSCI Global Min Vol Factor ETF position peaked at $8K in Q1 2022.
303 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2024.

Based on Princeton Global Asset Management's 13F filing for Q1 2024, filed 29 Apr 2024.