SeaCrest Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

SeaCrest Wealth 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 Q3	–	Sell	-579	Closed	-$55K	–	635
2022 Q2	$55K	Buy	+579	New	+$57.4K	0.01%	1070
2019 Q2	–	Sell	-579	Closed	-$52K	–	532
2019 Q1	$52K	Hold	579	–	–	0.01%	922
2018 Q4	$47K	Hold	579	–	–	0.01%	916
2018 Q3	$51K	Hold	579	–	–	0.01%	989
2018 Q2	$48K	Hold	579	–	–	0.01%	1002
2018 Q1	$49K	Hold	579	–	–	0.01%	953
2017 Q4	$49K	Buy	+579	New	+$48.2K	0.01%	969

Other funds holding ACWV

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

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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

SeaCrest Wealth Management's ACWV Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2022, closing a stake of 579 shares — an estimated $55K sold.

SeaCrest Wealth Management first reported a position in ACWV in Q4 2017 and held it in 7 quarters. The position peaked at $55K in Q2 2022. 293 funds tracked by Wall St. Rank hold ACWV as of Q3 2022.

SeaCrest Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 579 iShares MSCI Global Min Vol Factor ETF shares in Q3 2022, an estimated $55K.
SeaCrest Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $55K in Q2 2022.
293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.