Stone House Investment Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Stone House Investment Management’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
2023 Q3	–	Sell	-274	Closed	-$26.9K	–	338
2023 Q2	$26.9K	Buy	274 +2	+0.7%	+$197	0.01%	103
2023 Q1	$26.3K	Buy	+272	New	+$25.9K	0.01%	112
2018 Q2	–	Sell	-26,806	Closed	-$2.25M	–	48
2018 Q1	$2.25M	Buy	26,806 +954	+4%	+$80.6K	1.46%	21
2017 Q4	$2.18M	Sell	25,852 -71	-0.3%	-$5.91K	1.48%	20
2017 Q3	$2.11M	Buy	25,923 +23,037	+798%	+$1.86M	1.5%	19
2017 Q2	$228K	Buy	2,886 +19	+0.7%	+$1.5K	0.16%	36
2017 Q1	$221K	Buy	+2,867	New	+$216K	0.17%	37

Other funds holding ACWV

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stone House Investment Management's ACWV Position: Q3 2023 in Review

Stone House Investment Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2023, closing a stake of 274 shares — an estimated $26.9K sold.

Stone House Investment Management first reported a position in ACWV in Q1 2017 and held it in 7 quarters. The position peaked at $2.25M in Q1 2018. 291 funds tracked by Wall St. Rank hold ACWV as of Q3 2023.

Stone House Investment Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
Stone House Investment Management sold 274 iShares MSCI Global Min Vol Factor ETF shares in Q3 2023, an estimated $26.9K.
Stone House Investment Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2017 and held it in 7 quarters.
Stone House Investment Management's iShares MSCI Global Min Vol Factor ETF position peaked at $2.25M in Q1 2018.
291 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2023.

Based on Stone House Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.