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Sound Income Strategies’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Sound Income Strategies’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
2024
Q4 		– Sell
-26
Closed -$2.98K – 1479
2024
Q3 		$2.98K Buy
+26
New +$2.86K ﹤0.01% 1059
2023
Q4 		– Sell
-686
Closed -$65.5K – 1320
2023
Q3 		$65.5K Hold
686
– – 0.01% 274
2023
Q2 		$67.3K Hold
686
– – 0.01% 267
2023
Q1 		$66.4K Hold
686
– – 0.01% 248
2022
Q4 		$65.2K Buy
+686
New +$64.3K 0.01% 229

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sound Income Strategies's ACWV Position: Q4 2024 in Review

Sound Income Strategies sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2024, closing a stake of 26 shares — an estimated $2.98K sold.

Sound Income Strategies first reported a position in ACWV in Q4 2022 and held it in 5 quarters. The position peaked at $67.3K in Q2 2023. 315 funds tracked by Wall St. Rank hold ACWV as of Q4 2024.

  • Sound Income Strategies reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Sound Income Strategies sold 26 iShares MSCI Global Min Vol Factor ETF shares in Q4 2024, an estimated $2.98K.
  • Sound Income Strategies first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2022 and held it in 5 quarters.
  • Sound Income Strategies's iShares MSCI Global Min Vol Factor ETF position peaked at $67.3K in Q2 2023.
  • 315 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2024.

Based on Sound Income Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.