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Provident Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Provident Wealth 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
2025
Q3 		– Sell
-3,285
Closed -$390K – 139
2025
Q2 		$390K Sell
3,285
-1,247
-28% -$145K 0.13% 50
2025
Q1 		$527K Hold
4,532
– – 0.18% 41
2024
Q4 		$495K Sell
4,532
-468
-9% -$53K 0.17% 47
2024
Q3 		$573K Hold
5,000
– – 0.2% 44
2024
Q2 		$523K Buy
+5,000
New +$520K 0.19% 44

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AL
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return