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Summit Financial Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Summit Financial Wealth 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
2024
Q3 		– Sell
-1,990
Closed -$208K – 152
2024
Q2 		$208K Sell
1,990
-890
-31% -$92.5K 0.04% 136
2024
Q1 		$303K Hold
2,880
– – 0.06% 101
2023
Q4 		$289K Sell
2,880
-970
-25% -$94.1K 0.07% 101
2023
Q3 		$371K Hold
3,850
– – 0.09% 88
2023
Q2 		$378K Hold
3,850
– – 0.09% 89
2023
Q1 		$372K Sell
3,850
-162
-4% -$15.4K 0.09% 93
2022
Q4 		$381K Hold
4,012
– – 0.09% 93
2022
Q3 		$367K Hold
4,012
– – 0.11% 82
2022
Q2 		$384K Sell
4,012
-1,211
-23% -$120K 0.09% 92
2022
Q1 		$547K Sell
5,223
-134,871
-96% -$13.9M 0.11% 75
2021
Q4 		$15.1M Buy
140,094
+158
+0.1% +$16.7K 2.92% 7
2021
Q3 		$14.4M Buy
139,936
+1,412
+1% +$149K 3.26% 6
2021
Q2 		$14.2M Buy
138,524
+3,146
+2% +$321K 3.22% 8
2021
Q1 		$13.1M Sell
135,378
-3,861
-3% -$375K 3.34% 8
2020
Q4 		$12.8M Buy
139,239
+2,222
+2% +$210K 3.49% 9
2020
Q3 		$12.4M Sell
137,017
-1,427
-1% -$130K 3.31% 9
2020
Q2 		$12.3M Buy
138,444
+104,016
+302% +$9M 3.28% 8
2020
Q1 		$2.84M Sell
34,428
-5,735
-14% -$529K 0.89% 26
2019
Q4 		$3.92M Buy
40,163
+594
+2% +$56.5K 0.95% 30
2019
Q3 		$3.75M Buy
39,569
+678
+2% +$63.2K 0.92% 29
2019
Q2 		$3.58M Buy
+38,891
New +$3.51M 0.88% 32

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Summit Financial Wealth Advisors's ACWV Position: Q3 2024 in Review

Summit Financial Wealth Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2024, closing a stake of 1,990 shares — an estimated $208K sold.

Summit Financial Wealth Advisors first reported a position in ACWV in Q2 2019 and held it in 21 quarters. The position peaked at $15.1M in Q4 2021. 311 funds tracked by Wall St. Rank hold ACWV as of Q3 2024.

  • Summit Financial Wealth Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,990 iShares MSCI Global Min Vol Factor ETF shares in Q3 2024, an estimated $208K.
  • Summit Financial Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2019 and held it in 21 quarters.
  • Summit Financial Wealth Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $15.1M in Q4 2021.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2024.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.