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Smart Money Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Smart Money Group’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
Q3 		– Sell
-11,919
Closed -$1.04M – 65
2021
Q2 		$1.04M Buy
+11,919
New +$1.22M 1.2% 18
2021
Q1 		– Sell
-2,603
Closed -$252K – 62
2020
Q4 		$252K Sell
2,603
-530
-17% -$50.1K 0.21% 48
2020
Q3 		$288K Sell
3,133
-9,114
-74% -$833K 0.12% 82
2020
Q2 		$1.07M Sell
12,247
-451
-4% -$39K 0.63% 40
2020
Q1 		$1.02M Sell
12,698
-309
-2% -$28.5K 0.72% 42
2019
Q4 		$1.25M Buy
13,007
+651
+5% +$62K 0.73% 38
2019
Q3 		$1.17M Buy
12,356
+430
+4% +$40.1K 0.94% 35
2019
Q2 		$1.1M Buy
11,926
+278
+2% +$25.1K 0.91% 37
2019
Q1 		$1.04M Sell
11,648
-7,324
-39% -$629K 0.91% 36
2018
Q4 		$1.54M Buy
18,972
+1,236
+7% +$104K 1.6% 20
2018
Q3 		$1.56M Sell
17,736
-557
-3% -$47.9K 1.41% 22
2018
Q2 		$1.52M Buy
18,293
+153
+0.8% +$12.8K 1.36% 25
2018
Q1 		$1.52M Buy
18,140
+3,419
+23% +$289K 1.55% 21
2017
Q4 		$1.24M Buy
+14,721
New +$1.23M 1.93% 15

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 $116B AUM 26.37% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 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 $377B AUM 19.32% 1-Year Est. Return

Smart Money Group's ACWV Position: Q3 2021 in Review

Smart Money Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2021, closing a stake of 11,919 shares — an estimated $1.04M sold.

Smart Money Group first reported a position in ACWV in Q4 2017 and held it in 14 quarters. The position peaked at $1.56M in Q3 2018. 286 funds tracked by Wall St. Rank hold ACWV as of Q3 2021.

  • Smart Money Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Smart Money Group sold 11,919 iShares MSCI Global Min Vol Factor ETF shares in Q3 2021, an estimated $1.04M.
  • Smart Money Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and held it in 14 quarters.
  • Smart Money Group's iShares MSCI Global Min Vol Factor ETF position peaked at $1.56M in Q3 2018.
  • 286 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2021.

Based on Smart Money Group's 13F filing for Q3 2021, filed 29 Oct 2021.