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ShoreHaven Wealth Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

ShoreHaven Wealth Partners’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
2021
Q2 		– Sell
-2,133
Closed -$210K – 56
2021
Q1 		$210K Sell
2,133
-649
-23% -$63K 0.11% 51
2020
Q4 		$270K Buy
+2,782
New +$263K 0.15% 42

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Bank of America
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RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
LWA
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Morgan Stanley
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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ShoreHaven Wealth Partners's ACWV Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2021, closing a stake of 2,133 shares — an estimated $210K sold.

ShoreHaven Wealth Partners first reported a position in ACWV in Q4 2020 and held it in 2 quarters. The position peaked at $270K in Q4 2020. 285 funds tracked by Wall St. Rank hold ACWV as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 2,133 iShares MSCI Global Min Vol Factor ETF shares in Q2 2021, an estimated $210K.
  • ShoreHaven Wealth Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $270K in Q4 2020.
  • 285 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.