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

Regal 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
-3,378
Closed -$353K – 501
2024
Q2 		$353K Buy
3,378
+57
+2% +$5.92K 0.02% 422
2024
Q1 		$350K Sell
3,321
-2,674
-45% -$274K 0.02% 429
2023
Q4 		$602K Buy
5,995
+41
+0.7% +$3.98K 0.05% 295
2023
Q3 		$568K Sell
5,954
-230
-4% -$22.5K 0.05% 270
2023
Q2 		$606K Sell
6,184
-308
-5% -$30.3K 0.05% 269
2023
Q1 		$628K Sell
6,492
-3,719
-36% -$354K 0.06% 251
2022
Q4 		$970K Sell
10,211
-2,927
-22% -$275K 0.09% 193
2022
Q3 		$1.16M Sell
13,138
-83,917
-86% -$8.02M 0.12% 163
2022
Q2 		$9.17M Sell
97,055
-1,863
-2% -$185K 0.95% 23
2022
Q1 		$10.4M Sell
98,918
-11,241
-10% -$1.16M 0.95% 24
2021
Q4 		$11.9M Buy
110,159
+4,383
+4% +$463K 1.06% 19
2021
Q3 		$10.9M Buy
105,776
+4,757
+5% +$501K 1.05% 18
2021
Q2 		$10.4M Buy
+101,019
New +$10.3M 1.04% 17
2021
Q1 		– Sell
-155,395
Closed -$15.1M – 35
2020
Q4 		$15.1M Buy
+155,395
New +$14.7M 1.7% 7
2020
Q3 		– Sell
-101,113
Closed -$8.86M – 31
2020
Q2 		$8.86M Buy
+101,113
New +$8.75M 1.62% 12
2015
Q4 		– Sell
-195
Closed -$13K – 272
2015
Q3 		$13K Hold
195
– – ﹤0.01% 630
2015
Q2 		$13K Buy
195
+50
+34% +$3.62K ﹤0.01% 615
2015
Q1 		$10K Buy
+145
New +$10.3K ﹤0.01% 680

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
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 $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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Regal Investment Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2024, closing a stake of 3,378 shares — an estimated $353K sold.

Regal Investment Advisors first reported a position in ACWV in Q1 2015 and held it in 18 quarters. The position peaked at $15.1M in Q4 2020. 311 funds tracked by Wall St. Rank hold ACWV as of Q3 2024.

  • Regal Investment Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 3,378 iShares MSCI Global Min Vol Factor ETF shares in Q3 2024, an estimated $353K.
  • Regal Investment Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2015 and held it in 18 quarters.
  • Regal Investment Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $15.1M in Q4 2020.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.