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Regal Wealth Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Regal Wealth Group’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
2021
Q2 		– Sell
-1,273
Closed -$126K – 52
2021
Q1 		$126K Hold
1,273
– – 0.07% 57
2020
Q4 		$123K Buy
1,273
+9
+0.7% +$851 0.08% 56
2020
Q3 		$116K Hold
1,264
– – 0.09% 57
2020
Q2 		$111K Buy
1,264
+10
+0.8% +$866 0.09% 55
2020
Q1 		$101K Sell
1,254
-45
-3% -$4.15K 0.1% 53
2019
Q4 		$125K Sell
1,299
-217
-14% -$20.7K 0.08% 54
2019
Q3 		$144K Hold
1,516
– – 0.1% 45
2019
Q2 		$140K Buy
1,516
+14
+0.9% +$1.26K 0.1% 49
2019
Q1 		$134K Hold
1,502
– – 0.1% 49
2018
Q4 		$122K Buy
1,502
+16
+1% +$1.35K 0.11% 49
2018
Q3 		$131K Sell
1,486
-81
-5% -$6.96K 0.09% 50
2018
Q2 		$130K Sell
1,567
-80
-5% -$6.7K 0.14% 49
2018
Q1 		$138K Buy
1,647
+1
+0.1% +$85 0.11% 48
2017
Q4 		$139K Sell
1,646
-506
-24% -$42.1K 0.1% 48
2017
Q3 		$175K Hold
2,152
– – 0.13% 44
2017
Q2 		$170K Sell
2,152
-34,465
-94% -$2.72M 0.13% 44
2017
Q1 		$2.82M Buy
36,617
+739
+2% +$55.7K 2.15% 16
2016
Q4 		$2.6M Buy
35,878
+35,699
+19,944% +$2.62M 2.12% 17
2016
Q3 		$14K Hold
179
– – 0.01% 106
2016
Q2 		$14K Buy
179
+2
+1% +$148 0.01% 107
2016
Q1 		$13K Hold
177
– – 0.01% 109
2015
Q4 		$12K Buy
+177
New +$12.4K 0.01% 110

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 $116B AUM 26.37% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Regal Wealth Group's ACWV Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2021, closing a stake of 1,273 shares — an estimated $126K sold.

Regal Wealth Group first reported a position in ACWV in Q4 2015 and held it in 22 quarters. The position peaked at $2.82M in Q1 2017. 285 funds tracked by Wall St. Rank hold ACWV as of Q2 2021.

  • Regal Wealth Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 1,273 iShares MSCI Global Min Vol Factor ETF shares in Q2 2021, an estimated $126K.
  • Regal Wealth Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2015 and held it in 22 quarters.
  • Regal Wealth Group's iShares MSCI Global Min Vol Factor ETF position peaked at $2.82M in Q1 2017.
  • 285 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.