Sowell Financial Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Sowell Financial Services’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	-653	Closed	-$67K	–	542
2021 Q1	$67K	Sell	653 -37	-5%	-$3.59K	﹤0.01%	1530
2020 Q4	$67K	Sell	690 -4,630	-87%	-$438K	﹤0.01%	1295
2020 Q3	$489K	Buy	5,320 +1,018	+24%	+$93K	0.02%	472
2020 Q2	$377K	Buy	4,302 +3,948	+1,115%	+$342K	0.02%	531
2020 Q1	$28K	Sell	354 -7,665	-96%	-$707K	﹤0.01%	1263
2019 Q4	$769K	Buy	8,019 +2,238	+39%	+$213K	0.06%	324
2019 Q3	$548K	Buy	+5,781	New	+$539K	0.05%	394

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's ACWV Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2021, closing a stake of 653 shares — an estimated $67K sold.

Sowell Financial Services first reported a position in ACWV in Q3 2019 and held it in 7 quarters. The position peaked at $769K in Q4 2019. 285 funds tracked by Wall St. Rank hold ACWV as of Q2 2021.

Sowell Financial Services reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 653 iShares MSCI Global Min Vol Factor ETF shares in Q2 2021, an estimated $67K.
Sowell Financial Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's iShares MSCI Global Min Vol Factor ETF position peaked at $769K in Q4 2019.
285 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.