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Prospera Financial Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-386
Closed -$36K – 838
2022
Q2 		$36K Sell
386
-500
-56% -$49.5K ﹤0.01% 1090
2022
Q1 		$93K Buy
+886
New +$91.4K ﹤0.01% 1136
2020
Q4 		– Sell
-522
Closed -$48K – 679
2020
Q3 		$48K Buy
+522
New +$47.7K 0.02% 628
2020
Q2 		– Sell
-3,085
Closed -$248K – 570
2020
Q1 		$248K Sell
3,085
-3,754
-55% -$346K 0.03% 435
2019
Q4 		$655K Sell
6,839
-338
-5% -$32.2K 0.05% 323
2019
Q3 		$680K Buy
7,177
+151
+2% +$14.1K 0.07% 236
2019
Q2 		$652K Sell
7,026
-1,100
-14% -$99.2K 0.07% 236
2019
Q1 		$726K Buy
8,126
+2,510
+45% +$216K 0.24% 119
2018
Q4 		$457K Buy
5,616
+117
+2% +$9.88K 0.09% 210
2018
Q3 		$463K Sell
5,499
-3,627
-40% -$312K 0.09% 224
2018
Q2 		$761K Buy
9,126
+184
+2% +$15.4K 0.1% 169
2018
Q1 		$750K Buy
8,942
+3,325
+59% +$281K 0.1% 180
2017
Q4 		$478K Sell
5,617
-3,233
-37% -$269K 0.07% 229
2017
Q3 		$723K Sell
8,850
-686
-7% -$55.2K 0.11% 173
2017
Q2 		$750K Sell
9,536
-333
-3% -$26.3K 0.12% 165
2017
Q1 		$762K Buy
9,869
+2,663
+37% +$201K 0.14% 134
2016
Q4 		$526K Buy
+7,206
New +$529K 0.1% 172

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
SEI Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prospera Financial Services's ACWV Position: Q3 2022 in Review

Prospera Financial Services sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2022, closing a stake of 386 shares — an estimated $36K sold.

Prospera Financial Services first reported a position in ACWV in Q4 2016 and held it in 17 quarters. The position peaked at $762K in Q1 2017. 293 funds tracked by Wall St. Rank hold ACWV as of Q3 2022.

  • Prospera Financial Services reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 386 iShares MSCI Global Min Vol Factor ETF shares in Q3 2022, an estimated $36K.
  • Prospera Financial Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2016 and held it in 17 quarters.
  • Prospera Financial Services's iShares MSCI Global Min Vol Factor ETF position peaked at $762K in Q1 2017.
  • 293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.