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RDA Financial Network’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

RDA Financial Network’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
-2,231
Closed -$211K – 199
2022
Q2 		$211K Sell
2,231
-290
-12% -$28.7K 0.11% 194
2022
Q1 		$264K Sell
2,521
-317
-11% -$32.7K 0.11% 180
2021
Q4 		$307K Sell
2,838
-95
-3% -$10K 0.13% 169
2021
Q3 		$301K Sell
2,933
-10
-0.3% -$1.05K 0.13% 168
2021
Q2 		$303K Sell
2,943
-215
-7% -$22K 0.13% 167
2021
Q1 		$312K Sell
3,158
-10,871
-77% -$1.05M 0.13% 164
2020
Q4 		$1.36M Sell
14,029
-478
-3% -$45.2K 0.61% 48
2020
Q3 		$1.33M Buy
14,507
+231
+2% +$21.1K 0.6% 46
2020
Q2 		$1.25M Buy
14,276
+493
+4% +$42.7K 0.62% 44
2020
Q1 		$1.11M Buy
13,783
+882
+7% +$81.3K 0.67% 38
2019
Q4 		$1.26M Buy
12,901
+539
+4% +$51.3K 0.51% 54
2019
Q3 		$1.18M Buy
12,362
+342
+3% +$31.9K 0.51% 53
2019
Q2 		$1.12M Buy
12,020
+1,298
+12% +$117K 0.5% 54
2019
Q1 		$961K Buy
+10,722
New +$921K 0.45% 59

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

RDA Financial Network's ACWV Position: Q3 2022 in Review

RDA Financial Network sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2022, closing a stake of 2,231 shares — an estimated $211K sold.

RDA Financial Network first reported a position in ACWV in Q1 2019 and held it in 14 quarters. The position peaked at $1.36M in Q4 2020. 293 funds tracked by Wall St. Rank hold ACWV as of Q3 2022.

  • RDA Financial Network reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • RDA Financial Network sold 2,231 iShares MSCI Global Min Vol Factor ETF shares in Q3 2022, an estimated $211K.
  • RDA Financial Network first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2019 and held it in 14 quarters.
  • RDA Financial Network's iShares MSCI Global Min Vol Factor ETF position peaked at $1.36M in Q4 2020.
  • 293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2022.

Based on RDA Financial Network's 13F filing for Q3 2022, filed 11 Oct 2022.