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Thurston Springer Miller Herd & Titak’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Thurston Springer Miller Herd & Titak’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 		– Sell
-100
Closed -$11.5K – 1331
2024
Q3 		$11.5K Sell
100
-60
-38% -$6.6K ﹤0.01% 981
2024
Q2 		$16.7K Sell
160
-1,150
-88% -$120K 0.01% 857
2024
Q1 		$138K Buy
+1,310
New +$134K 0.06% 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

Thurston Springer Miller Herd & Titak's ACWV Position: Q4 2024 in Review

Thurston Springer Miller Herd & Titak sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2024, closing a stake of 100 shares — an estimated $11.5K sold.

Thurston Springer Miller Herd & Titak first reported a position in ACWV in Q1 2024 and held it in 3 quarters. The position peaked at $138K in Q1 2024. 315 funds tracked by Wall St. Rank hold ACWV as of Q4 2024.

  • Thurston Springer Miller Herd & Titak reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 100 iShares MSCI Global Min Vol Factor ETF shares in Q4 2024, an estimated $11.5K.
  • Thurston Springer Miller Herd & Titak first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2024 and held it in 3 quarters.
  • Thurston Springer Miller Herd & Titak's iShares MSCI Global Min Vol Factor ETF position peaked at $138K in Q1 2024.
  • 315 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2024.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q4 2024, filed 14 Jan 2025.