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Surevest’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Surevest’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
2022
Q1 		– Sell
-123
Closed -$13K – 524
2021
Q4 		$13K Buy
+123
New +$13K ﹤0.01% 266

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Surevest's ACWV Position: Q1 2022 in Review

Surevest sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2022, closing a stake of 123 shares — an estimated $13K sold.

Surevest first reported a position in ACWV in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 310 funds tracked by Wall St. Rank hold ACWV as of Q1 2022.

  • Surevest reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Surevest sold 123 iShares MSCI Global Min Vol Factor ETF shares in Q1 2022, an estimated $13K.
  • Surevest first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and held it in 1 quarter.
  • Surevest's iShares MSCI Global Min Vol Factor ETF position peaked at $13K in Q4 2021.
  • 310 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2022.

Based on Surevest's 13F filing for Q1 2022, filed 16 May 2022.