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Sound View Wealth Advisors Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Sound View Wealth Advisors 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
Q1 		– Sell
-14,856
Closed -$1.44M – 269
2020
Q4 		$1.44M Buy
14,856
+431
+3% +$40.7K 0.35% 82
2020
Q3 		$1.33M Buy
14,425
+299
+2% +$27.3K 0.35% 81
2020
Q2 		$1.24M Buy
+14,126
New +$1.22M 0.35% 83

Other funds holding ACWV

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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 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
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sound View Wealth Advisors Group's ACWV Position: Q1 2021 in Review

Sound View Wealth Advisors Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2021, closing a stake of 14,856 shares — an estimated $1.44M sold.

Sound View Wealth Advisors Group first reported a position in ACWV in Q2 2020 and held it in 3 quarters. The position peaked at $1.44M in Q4 2020. 279 funds tracked by Wall St. Rank hold ACWV as of Q1 2021.

  • Sound View Wealth Advisors Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 14,856 iShares MSCI Global Min Vol Factor ETF shares in Q1 2021, an estimated $1.44M.
  • Sound View Wealth Advisors Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2020 and held it in 3 quarters.
  • Sound View Wealth Advisors Group's iShares MSCI Global Min Vol Factor ETF position peaked at $1.44M in Q4 2020.
  • 279 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2021.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2021, filed 28 Apr 2021.