Running Point Capital Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Running Point Capital 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	-935	Closed	-$97.8K	–	153
2024 Q2	$97.8K	Hold	935	–	–	0.04%	98
2024 Q1	$98.4K	Hold	935	–	–	0.04%	101
2023 Q4	$93.8K	Hold	935	–	–	0.05%	109
2023 Q3	$89.2K	Hold	935	–	–	0.05%	105
2023 Q2	$91.7K	Hold	935	–	–	0.05%	105
2023 Q1	$90.5K	Hold	935	–	–	0.05%	101
2022 Q4	$88.8K	Hold	935	–	–	0.05%	146
2022 Q3	$83K	Hold	935	–	–	0.06%	140
2022 Q2	$88K	Hold	935	–	–	0.06%	139
2022 Q1	$98K	Hold	935	–	–	0.06%	139
2021 Q4	$101K	Sell	935 -80	-8%	-$8.46K	0.06%	86
2021 Q3	$104K	Hold	1,015	–	–	0.05%	113
2021 Q2	$104K	Hold	1,015	–	–	0.05%	103
2021 Q1	$100K	Sell	1,015 -152	-13%	-$14.7K	0.06%	91
2020 Q4	$113K	Buy	+1,167	New	+$110K	0.07%	85

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Running Point Capital Advisors's ACWV Position: Q3 2024 in Review

Running Point Capital Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2024, closing a stake of 935 shares — an estimated $97.8K sold.

Running Point Capital Advisors first reported a position in ACWV in Q4 2020 and held it in 15 quarters. The position peaked at $113K in Q4 2020. 311 funds tracked by Wall St. Rank hold ACWV as of Q3 2024.

Running Point Capital Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
Running Point Capital Advisors sold 935 iShares MSCI Global Min Vol Factor ETF shares in Q3 2024, an estimated $97.8K.
Running Point Capital Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and held it in 15 quarters.
Running Point Capital Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $113K in Q4 2020.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2024.

Based on Running Point Capital Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.