Sanford Advisory Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Sanford Advisory Services’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 Q4	$8.55M	Buy	89,940 +1,983	+2%	+$186K	2.04%	12
2022 Q3	$7.79M	Buy	87,957 +1,175	+1%	+$112K	2.22%	11
2022 Q2	$8.2M	Sell	86,782 -1,151	-1%	-$114K	2.32%	10
2022 Q1	$9.22M	Sell	87,933 -839	-0.9%	-$86.5K	2.51%	10
2021 Q4	$9.61M	Sell	88,772 -4,407	-5%	-$466K	2.17%	11
2021 Q3	$9.57M	Sell	93,179 -2,815	-3%	-$296K	2.4%	10
2021 Q2	$9.87M	Sell	95,994 -2,489	-3%	-$254K	2.54%	9
2021 Q1	$9.72M	Sell	98,483 -1,192	-1%	-$116K	2.71%	9
2020 Q4	$9.66M	Buy	+99,675	New	+$9.42M	3.09%	7

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Sanford Advisory Services's ACWV Position: Q4 2022 in Review

Sanford Advisory Services increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 2.3% in Q4 2022, buying an estimated $186K and bringing the position to 89,940 shares worth $8.55M. The position accounts for 2.04% of the portfolio, ranked #12.

Sanford Advisory Services first reported a position in ACWV in Q4 2020 and has held it in 9 quarters since. The position peaked at $9.87M in Q2 2021. 308 funds tracked by Wall St. Rank hold ACWV as of Q4 2022.

Sanford Advisory Services held 89,940 shares of iShares MSCI Global Min Vol Factor ETF worth $8.55M as of Q4 2022.
Sanford Advisory Services bought 1,983 iShares MSCI Global Min Vol Factor ETF shares in Q4 2022, an estimated $186K.
iShares MSCI Global Min Vol Factor ETF made up 2.04% of Sanford Advisory Services's portfolio in Q4 2022, its #12 holding.
Sanford Advisory Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's iShares MSCI Global Min Vol Factor ETF position peaked at $9.87M in Q2 2021.
308 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.