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

Riversedge 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
2023
Q3 		– Sell
-2,986
Closed -$293K – 71
2023
Q2 		$293K Sell
2,986
-13,109
-81% -$1.29M 0.08% 63
2023
Q1 		$1.56M Sell
16,095
-5,939
-27% -$566K 0.45% 32
2022
Q4 		$2.09M Sell
22,034
-2,899
-12% -$272K 0.68% 30
2022
Q3 		$2.21M Buy
24,933
+1,330
+6% +$127K 0.8% 28
2022
Q2 		$2.23M Buy
23,603
+271
+1% +$26.8K 0.83% 24
2022
Q1 		$2.45M Buy
23,332
+1,863
+9% +$192K 0.8% 24
2021
Q4 		$2.33M Buy
21,469
+466
+2% +$49.3K 0.74% 22
2021
Q3 		$2.16M Buy
21,003
+907
+5% +$95.5K 0.74% 22
2021
Q2 		$2.07M Buy
20,096
+1,226
+6% +$125K 0.76% 21
2021
Q1 		$1.86M Buy
18,870
+2,278
+14% +$221K 0.8% 21
2020
Q4 		$1.61M Buy
16,592
+1,580
+11% +$149K 0.75% 21
2020
Q3 		$1.38M Buy
15,012
+3,036
+25% +$277K 0.73% 21
2020
Q2 		$1.05M Buy
11,976
+4,203
+54% +$364K 0.61% 23
2020
Q1 		$624K Buy
7,773
+769
+11% +$70.9K 0.55% 25
2019
Q4 		$671K Buy
7,004
+2,039
+41% +$194K 0.79% 21
2019
Q3 		$461K Hold
4,965
– – 0.65% 23
2019
Q2 		$461K Buy
+4,965
New +$448K 0.65% 23

Other funds holding ACWV

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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 $128B AUM 35.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Riversedge Advisors's ACWV Position: Q3 2023 in Review

Riversedge Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2023, closing a stake of 2,986 shares — an estimated $293K sold.

Riversedge Advisors first reported a position in ACWV in Q2 2019 and held it in 17 quarters. The position peaked at $2.45M in Q1 2022. 291 funds tracked by Wall St. Rank hold ACWV as of Q3 2023.

  • Riversedge Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Riversedge Advisors sold 2,986 iShares MSCI Global Min Vol Factor ETF shares in Q3 2023, an estimated $293K.
  • Riversedge Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2019 and held it in 17 quarters.
  • Riversedge Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $2.45M in Q1 2022.
  • 291 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2023.

Based on Riversedge Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.