SMA
ACWV icon

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

Sage Mountain 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
-5,984
Closed -$587K – 364
2023
Q2 		$587K Sell
5,984
-330
-5% -$32.4K 0.08% 100
2023
Q1 		$611K Hold
6,314
– – 0.1% 87
2022
Q4 		$600K Buy
6,314
+79
+1% +$7.41K 0.14% 61
2022
Q3 		$552K Hold
6,235
– – 0.15% 58
2022
Q2 		$589K Hold
6,235
– – 0.1% 190
2022
Q1 		$654K Hold
6,235
– – 0.1% 209
2021
Q4 		$675K Buy
+6,235
New +$659K 0.08% 237

Other funds holding ACWV

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Jane Street
Jane Street New York $93.1B AUM 61.18% 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 $376B AUM 19.32% 1-Year Est. Return