Twin Focus Capital Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Twin Focus Capital Partners’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 Q3	–	Sell	-6,000	Closed	-$567K	–	199
2022 Q2	$567K	Hold	6,000	–	–	0.13%	92
2022 Q1	$629K	Hold	6,000	–	–	0.12%	90
2021 Q4	$650K	Hold	6,000	–	–	0.13%	85
2021 Q3	$616K	Hold	6,000	–	–	0.14%	79
2021 Q2	$617K	Hold	6,000	–	–	0.14%	84
2021 Q1	$592K	Hold	6,000	–	–	0.17%	75
2020 Q4	$581K	Hold	6,000	–	–	0.18%	73
2020 Q3	$551K	Hold	6,000	–	–	0.2%	67
2020 Q2	$525K	Hold	6,000	–	–	0.21%	66
2020 Q1	$482K	Hold	6,000	–	–	0.22%	70
2019 Q4	$575K	Hold	6,000	–	–	0.18%	83
2019 Q3	$569K	Hold	6,000	–	–	0.22%	69
2019 Q2	$553K	Buy	+6,000	New	+$541K	0.23%	69

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Twin Focus Capital Partners's ACWV Position: Q3 2022 in Review

Twin Focus Capital Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2022, closing a stake of 6,000 shares — an estimated $567K sold.

Twin Focus Capital Partners first reported a position in ACWV in Q2 2019 and held it in 13 quarters. The position peaked at $650K in Q4 2021. 293 funds tracked by Wall St. Rank hold ACWV as of Q3 2022.

Twin Focus Capital Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
Twin Focus Capital Partners sold 6,000 iShares MSCI Global Min Vol Factor ETF shares in Q3 2022, an estimated $567K.
Twin Focus Capital Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2019 and held it in 13 quarters.
Twin Focus Capital Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $650K in Q4 2021.
293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2022.

Based on Twin Focus Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.