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Sargent Bickham Lagudis’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Sargent Bickham Lagudis’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 		$223K Buy
2,343
+1
+0% +$94 0.02% 260
2022
Q3 		$208K Hold
2,342
– – 0.02% 238
2022
Q2 		$222K Hold
2,342
– – 0.02% 240
2022
Q1 		$245K Hold
2,342
– – 0.02% 230
2021
Q4 		$254K Buy
2,342
+1
+0% +$106 0.02% 222
2021
Q3 		$241K Hold
2,341
– – 0.02% 227
2021
Q2 		$241K Hold
2,341
– – 0.02% 239
2021
Q1 		$231K Hold
2,341
– – 0.02% 221
2020
Q4 		$227K Hold
2,341
– – 0.02% 219
2020
Q3 		$215K Hold
2,341
– – 0.02% 205
2020
Q2 		$205K Buy
2,341
+1
+0% +$87 0.02% 203
2020
Q1 		$188K Buy
2,340
+38
+2% +$3.5K 0.02% 199
2019
Q4 		$221K Hold
2,302
– – 0.02% 192
2019
Q3 		$218K Sell
2,302
-100
-4% -$9.32K 0.03% 182
2019
Q2 		$221K Sell
2,402
-173
-7% -$15.6K 0.03% 193
2019
Q1 		$230K Hold
2,575
– – 0.03% 194
2018
Q4 		$209K Sell
2,575
-347
-12% -$29.3K 0.03% 192
2018
Q3 		$257K Hold
2,922
– – 0.03% 184
2018
Q2 		$243K Sell
2,922
-353
-11% -$29.6K 0.03% 183
2018
Q1 		$275K Sell
3,275
-3,036
-48% -$257K 0.03% 174
2017
Q4 		$532K Buy
6,311
+3,036
+93% +$253K 0.06% 144
2017
Q3 		$267K Sell
3,275
-96
-3% -$7.73K 0.03% 187
2017
Q2 		$267K Hold
3,371
– – 0.03% 179
2017
Q1 		$260K Hold
3,371
– – 0.03% 185
2016
Q4 		$245K Sell
3,371
-107
-3% -$7.85K 0.04% 180
2016
Q3 		$265K Sell
3,478
-3,582
-51% -$275K 0.04% 178
2016
Q2 		$539K Hold
7,060
– – 0.08% 132
2016
Q1 		$519K Buy
+7,060
New +$489K 0.08% 135

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Sargent Bickham Lagudis's ACWV Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.04% in Q4 2022, buying an estimated $94 and bringing the position to 2,343 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #260.

Sargent Bickham Lagudis first reported a position in ACWV in Q1 2016 and has held it in 28 quarters since. The position peaked at $539K in Q2 2016. 308 funds tracked by Wall St. Rank hold ACWV as of Q4 2022.

  • Sargent Bickham Lagudis held 2,343 shares of iShares MSCI Global Min Vol Factor ETF worth $223K as of Q4 2022.
  • Sargent Bickham Lagudis bought 1 iShares MSCI Global Min Vol Factor ETF share in Q4 2022, an estimated $94.
  • iShares MSCI Global Min Vol Factor ETF made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #260 holding.
  • Sargent Bickham Lagudis first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's iShares MSCI Global Min Vol Factor ETF position peaked at $539K in Q2 2016.
  • 308 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.