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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Tyler-Stone Wealth Management's ACWV Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2024, closing a stake of 234 shares — an estimated $24.5K sold.

Tyler-Stone Wealth Management first reported a position in ACWV in Q4 2021 and held it in 10 quarters. The position peaked at $25K in Q1 2022. 311 funds tracked by Wall St. Rank hold ACWV as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 234 iShares MSCI Global Min Vol Factor ETF shares in Q3 2024, an estimated $24.5K.
Tyler-Stone Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $25K in Q1 2022.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.