Private Capital Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Private Capital 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
2022 Q2	–	Sell	-50	Closed	-$5K	–	1883
2022 Q1	$5K	Hold	50	–	–	﹤0.01%	1499
2021 Q4	$5K	Hold	50	–	–	﹤0.01%	1527
2021 Q3	$5K	Hold	50	–	–	﹤0.01%	1553
2021 Q2	$5K	Hold	50	–	–	﹤0.01%	1544
2021 Q1	$5K	Hold	50	–	–	﹤0.01%	1487
2020 Q4	$5K	Hold	50	–	–	﹤0.01%	1550
2020 Q3	$5K	Hold	50	–	–	﹤0.01%	1493
2020 Q2	$4K	Hold	50	–	–	﹤0.01%	1540
2020 Q1	$4K	Hold	50	–	–	﹤0.01%	1519
2019 Q4	$4K	Hold	50	–	–	﹤0.01%	1538
2019 Q3	$5K	Hold	50	–	–	﹤0.01%	1650
2019 Q2	$4K	Hold	50	–	–	﹤0.01%	1681
2019 Q1	$4K	Hold	50	–	–	﹤0.01%	1716
2018 Q4	$4K	Hold	50	–	–	﹤0.01%	1662
2018 Q3	$4K	Hold	50	–	–	﹤0.01%	1746
2018 Q2	$4K	Hold	50	–	–	﹤0.01%	1691
2018 Q1	$4K	Hold	50	–	–	﹤0.01%	1646
2017 Q4	$4K	Buy	+50	New	+$4.16K	﹤0.01%	1682

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

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

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

Private Capital Group's ACWV Position: Q2 2022 in Review

Private Capital Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2022, closing a stake of 50 shares — an estimated $5K sold.

Private Capital Group first reported a position in ACWV in Q4 2017 and held it in 18 quarters. The position peaked at $5K in Q1 2022. 303 funds tracked by Wall St. Rank hold ACWV as of Q2 2022.

Private Capital Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 50 iShares MSCI Global Min Vol Factor ETF shares in Q2 2022, an estimated $5K.
Private Capital Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and held it in 18 quarters.
Private Capital Group's iShares MSCI Global Min Vol Factor ETF position peaked at $5K in Q1 2022.
303 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.