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Stonebridge Capital Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Stonebridge Capital Advisors’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
Q1 		– Sell
-351
Closed -$33.4K – 939
2022
Q4 		$33.4K Buy
+351
New +$32.9K ﹤0.01% 410

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BlackRock
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Corient Private Wealth
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Bank of America
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Envestnet Asset Management
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1832 Asset Management
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WANY
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Stonebridge Capital Advisors's ACWV Position: Q1 2023 in Review

Stonebridge Capital Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2023, closing a stake of 351 shares — an estimated $33.4K sold.

Stonebridge Capital Advisors first reported a position in ACWV in Q4 2022 and held it in 1 quarter. The position peaked at $33.4K in Q4 2022. 296 funds tracked by Wall St. Rank hold ACWV as of Q1 2023.

  • Stonebridge Capital Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 351 iShares MSCI Global Min Vol Factor ETF shares in Q1 2023, an estimated $33.4K.
  • Stonebridge Capital Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2022 and held it in 1 quarter.
  • Stonebridge Capital Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $33.4K in Q4 2022.
  • 296 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2023, filed 12 May 2023.