Tyler-Stone Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Tyler-Stone Wealth Management’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	-234	Closed	-$24.5K	–	324
2024 Q2	$24.5K	Hold	234	–	–	0.01%	490
2024 Q1	$24.6K	Hold	234	–	–	0.01%	488
2023 Q4	$23.5K	Hold	234	–	–	0.01%	475
2023 Q3	$22K	Hold	234	–	–	0.01%	464
2023 Q2	$23K	Buy	+234	New	+$23K	0.01%	456
2022 Q4	$22K	Hold	234	–	–	0.02%	430
2022 Q3	$21K	Hold	234	–	–	0.02%	422
2022 Q2	$22K	Hold	234	–	–	0.01%	429
2022 Q1	$25K	Hold	234	–	–	0.01%	437
2021 Q4	$25K	Buy	+234	New	+$24.7K	0.01%	465

Other funds holding ACWV

SEI Investments

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

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 New York $5.7T 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 $75.5B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return