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USCA RIA’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

USCA RIA’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
2021
Q2 		– Sell
-34,649
Closed -$3.42M – 572
2021
Q1 		$3.42M Buy
34,649
+6,254
+22% +$607K 0.22% 127
2020
Q4 		$2.75M Buy
28,395
+704
+3% +$66.5K 0.19% 108
2020
Q3 		$2.54M Buy
27,691
+2,424
+10% +$222K 0.2% 112
2020
Q2 		$2.21M Sell
25,267
-5,145
-17% -$445K 0.2% 111
2020
Q1 		$2.44M Buy
30,412
+7,101
+30% +$655K 0.28% 88
2019
Q4 		$2.23M Sell
23,311
-794
-3% -$75.6K 0.2% 152
2019
Q3 		$2.28M Buy
+24,105
New +$2.25M 0.22% 127

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

USCA RIA's ACWV Position: Q2 2021 in Review

USCA RIA sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2021, closing a stake of 34,649 shares — an estimated $3.42M sold.

USCA RIA first reported a position in ACWV in Q3 2019 and held it in 7 quarters. The position peaked at $3.42M in Q1 2021. 285 funds tracked by Wall St. Rank hold ACWV as of Q2 2021.

  • USCA RIA reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • USCA RIA sold 34,649 iShares MSCI Global Min Vol Factor ETF shares in Q2 2021, an estimated $3.42M.
  • USCA RIA first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2019 and held it in 7 quarters.
  • USCA RIA's iShares MSCI Global Min Vol Factor ETF position peaked at $3.42M in Q1 2021.
  • 285 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.