RIM
ACWV icon

Rockbridge Investment Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Rockbridge Investment Management’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
Q2 		– Sell
-7
Closed -$740 – 648
2022
Q1 		$740 Hold
7
– – ﹤0.01% 752
2021
Q4 		$1K Hold
7
– – ﹤0.01% 747
2021
Q3 		$1K Hold
7
– – ﹤0.01% 695
2021
Q2 		$1K Hold
7
– – ﹤0.01% 691
2021
Q1 		$1K Hold
7
– – ﹤0.01% 673
2020
Q4 		$1K Hold
7
– – ﹤0.01% 649
2020
Q3 		$1K Hold
7
– – ﹤0.01% 604
2020
Q2 		$1K Buy
+7
New +$606 ﹤0.01% 583

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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockbridge Investment Management's ACWV Position: Q2 2022 in Review

Rockbridge Investment Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2022, closing a stake of 7 shares — an estimated $740 sold.

Rockbridge Investment Management first reported a position in ACWV in Q2 2020 and held it in 8 quarters. The position peaked at $1K in Q4 2021. 303 funds tracked by Wall St. Rank hold ACWV as of Q2 2022.

  • Rockbridge Investment Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 7 iShares MSCI Global Min Vol Factor ETF shares in Q2 2022, an estimated $740.
  • Rockbridge Investment Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2020 and held it in 8 quarters.
  • Rockbridge Investment Management's iShares MSCI Global Min Vol Factor ETF position peaked at $1K in Q4 2021.
  • 303 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.