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Tilson Financial Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Tilson Financial Group’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
Q2 		– Sell
-35,763
Closed -$3.77M – 38
2024
Q1 		$3.77M Buy
35,763
+1,294
+4% +$133K 2.02% 16
2023
Q4 		$3.46M Buy
34,469
+307
+0.9% +$29.8K 2.23% 14
2023
Q3 		$3.26M Buy
+34,162
New +$3.34M 2.56% 13
2023
Q2 		– Sell
-33,453
Closed -$3.24M – 30
2023
Q1 		$3.24M Buy
33,453
+319
+1% +$30.4K 2.64% 14
2022
Q4 		$3.15M Buy
+33,134
New +$3.11M 2.68% 14

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tilson Financial Group's ACWV Position: Q2 2024 in Review

Tilson Financial Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2024, closing a stake of 35,763 shares — an estimated $3.77M sold.

Tilson Financial Group first reported a position in ACWV in Q4 2022 and held it in 5 quarters. The position peaked at $3.77M in Q1 2024. 305 funds tracked by Wall St. Rank hold ACWV as of Q2 2024.

  • Tilson Financial Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Tilson Financial Group sold 35,763 iShares MSCI Global Min Vol Factor ETF shares in Q2 2024, an estimated $3.77M.
  • Tilson Financial Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2022 and held it in 5 quarters.
  • Tilson Financial Group's iShares MSCI Global Min Vol Factor ETF position peaked at $3.77M in Q1 2024.
  • 305 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2024.

Based on Tilson Financial Group's 13F filing for Q2 2024, filed 25 Jul 2024.