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Sugarloaf Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$38.1K Buy
349
+5
+1% +$566 0.01% 329
2024
Q3 		$39.4K Sell
344
-31
-8% -$3.41K 0.01% 331
2024
Q2 		$39.3K Sell
375
-178
-32% -$18.5K 0.01% 321
2024
Q1 		$58.2K Buy
553
+181
+49% +$18.6K 0.01% 276
2023
Q4 		$37.3K Sell
372
-1,038
-74% -$101K 0.01% 316
2023
Q3 		$135K Hold
1,410
– – 0.03% 184
2023
Q2 		$138K Sell
1,410
-357
-20% -$35.1K 0.03% 177
2023
Q1 		$171K Sell
1,767
-1
-0.1% -$95 0.04% 146
2022
Q4 		$168K Sell
1,768
-339
-16% -$31.8K 0.04% 147
2022
Q3 		$187K Buy
2,107
+343
+19% +$32.8K 0.05% 125
2022
Q2 		$167K Buy
1,764
+4
+0.2% +$396 0.04% 139
2022
Q1 		$184K Hold
1,760
– – 0.04% 128
2021
Q4 		$191K Buy
1,760
+3
+0.2% +$317 0.05% 132
2021
Q3 		$180K Hold
1,757
– – 0.05% 132
2021
Q2 		$181K Buy
1,757
+410
+30% +$41.9K 0.05% 135
2021
Q1 		$211 Sell
1,347
-1,248
-48% -$121K 0.06% 118
2020
Q4 		$251K Sell
2,595
-354
-12% -$33.5K 0.08% 98
2020
Q3 		$271K Sell
2,949
-269
-8% -$24.6K 0.1% 87
2020
Q2 		$282K Sell
3,218
-1,936
-38% -$168K 0.11% 89
2020
Q1 		$414K Sell
5,154
-3,323
-39% -$306K 0.19% 70
2019
Q4 		$812K Buy
+8,477
New +$807K 0.35% 51

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

Sugarloaf Wealth Management's ACWV Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 1.5% in Q4 2024, buying an estimated $566 and bringing the position to 349 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #329.

Sugarloaf Wealth Management first reported a position in ACWV in Q4 2019 and has held it in 21 quarters since. The position peaked at $812K in Q4 2019. 315 funds tracked by Wall St. Rank hold ACWV as of Q4 2024.

  • Sugarloaf Wealth Management held 349 shares of iShares MSCI Global Min Vol Factor ETF worth $38.1K as of Q4 2024.
  • Sugarloaf Wealth Management bought 5 iShares MSCI Global Min Vol Factor ETF shares in Q4 2024, an estimated $566.
  • iShares MSCI Global Min Vol Factor ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #329 holding.
  • Sugarloaf Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $812K in Q4 2019.
  • 315 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.