Realta Investment Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Realta Investment Advisors’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 Q3	–	Sell	-18	Closed	-$1.88K	–	358
2024 Q2	$1.88K	Hold	18	–	–	﹤0.01%	762
2024 Q1	$1.9K	Buy	+18	New	+$1.85K	﹤0.01%	783
2023 Q4	–	Sell	-18	Closed	-$1.76K	–	445
2023 Q3	$1.76K	Hold	18	–	–	﹤0.01%	764
2023 Q2	$1.76K	Buy	+18	New	+$1.77K	﹤0.01%	813
2023 Q1	–	Sell	-18	Closed	-$1.71K	–	429
2022 Q4	$1.71K	Hold	18	–	–	﹤0.01%	827
2022 Q3	$2K	Buy	+18	New	+$1.72K	﹤0.01%	783
2020 Q3	–	Sell	-13,345	Closed	-$1.17M	–	319
2020 Q2	$1.17M	Sell	13,345 -94	-0.7%	-$8.14K	0.38%	56
2020 Q1	$1.08M	Buy	13,439 +697	+5%	+$64.3K	0.46%	47
2019 Q4	$1.22M	Buy	12,742 +475	+4%	+$45.2K	0.33%	54
2019 Q3	$1.16M	Buy	12,267 +1,333	+12%	+$124K	0.32%	58
2019 Q2	$1.01M	Buy	10,934 +2,250	+26%	+$203K	0.28%	77
2019 Q1	$779K	Buy	+8,684	New	+$746K	0.35%	77

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Realta Investment Advisors's ACWV Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2024, closing a stake of 18 shares — an estimated $1.88K sold.

Realta Investment Advisors first reported a position in ACWV in Q1 2019 and held it in 12 quarters. The position peaked at $1.22M in Q4 2019. 311 funds tracked by Wall St. Rank hold ACWV as of Q3 2024.

Realta Investment Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 18 iShares MSCI Global Min Vol Factor ETF shares in Q3 2024, an estimated $1.88K.
Realta Investment Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2019 and held it in 12 quarters.
Realta Investment Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $1.22M in Q4 2019.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.