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USAdvisors Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

USAdvisors 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
2023
Q2 		– Sell
-4,117
Closed -$398K – 104
2023
Q1 		$398K Sell
4,117
-75
-2% -$7.15K 0.19% 88
2022
Q4 		$398K Sell
4,192
-4,478
-52% -$420K 0.19% 87
2022
Q3 		$768K Sell
8,670
-12
-0.1% -$1.15K 0.39% 61
2022
Q2 		$820K Sell
8,682
-255
-3% -$25.3K 0.41% 57
2022
Q1 		$937K Sell
8,937
-1,310
-13% -$135K 0.4% 61
2021
Q4 		$1.11M Sell
10,247
-1,096
-10% -$116K 0.45% 51
2021
Q3 		$1.17M Buy
11,343
+8,048
+244% +$847K 0.5% 45
2021
Q2 		$339K Sell
3,295
-13,248
-80% -$1.35M 0.18% 84
2021
Q1 		$1.63M Sell
16,543
-104,966
-86% -$10.2M 0.79% 33
2020
Q4 		$11.7M Sell
121,509
-9,693
-7% -$916K 5.64% 3
2020
Q3 		$12K Buy
131,202
+386
+0.3% +$35.3K 1.88% 4
2020
Q2 		$11.5M Buy
130,816
+10,320
+9% +$893K 6.09% 3
2020
Q1 		$9.68M Sell
120,496
-117,066
-49% -$10.8M 5.98% 3
2019
Q4 		$10.9M Buy
+237,562
New +$22.6M 5.62% 4

Other funds holding ACWV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

USAdvisors Wealth Management's ACWV Position: Q2 2023 in Review

USAdvisors Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2023, closing a stake of 4,117 shares — an estimated $398K sold.

USAdvisors Wealth Management first reported a position in ACWV in Q4 2019 and held it in 14 quarters. The position peaked at $11.7M in Q4 2020. 293 funds tracked by Wall St. Rank hold ACWV as of Q2 2023.

  • USAdvisors Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • USAdvisors Wealth Management sold 4,117 iShares MSCI Global Min Vol Factor ETF shares in Q2 2023, an estimated $398K.
  • USAdvisors Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and held it in 14 quarters.
  • USAdvisors Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $11.7M in Q4 2020.
  • 293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2023.

Based on USAdvisors Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.