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V Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

V Wealth Advisors’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
Q3 		– Sell
-2,935
Closed -$288K – 113
2023
Q2 		$288K Buy
2,935
+1
+0% +$98 0.05% 292
2023
Q1 		$284K Hold
2,934
– – 0.05% 304
2022
Q4 		$279K Sell
2,934
-298
-9% -$28K 0.06% 291
2022
Q3 		$286K Sell
3,232
-15
-0.5% -$1.43K 0.06% 292
2022
Q2 		$307K Buy
3,247
+1
+0% +$99 0.06% 304
2022
Q1 		$340K Hold
3,246
– – 0.05% 320
2021
Q4 		$351K Buy
3,246
+2
+0.1% +$211 0.05% 330
2021
Q3 		$333K Sell
3,244
-800
-20% -$84.2K 0.05% 339
2021
Q2 		$417K Buy
4,044
+151
+4% +$15.4K 0.07% 312
2021
Q1 		$384K Hold
3,893
– – 0.07% 299
2020
Q4 		$377K Buy
+3,893
New +$368K 0.08% 260
2020
Q3 		– Sell
-3,892
Closed -$341K – 172
2020
Q2 		$341K Sell
3,892
-348
-8% -$30.1K 0.09% 244
2020
Q1 		$341K Buy
4,240
+610
+17% +$56.2K 0.11% 196
2019
Q4 		$344K Hold
3,630
– – 0.12% 184
2019
Q3 		$344K Buy
3,630
+200
+6% +$18.6K 0.12% 184
2019
Q2 		$318K Buy
3,430
+170
+5% +$15.3K 0.12% 180
2019
Q1 		$290K Buy
3,260
+250
+8% +$21.5K 0.12% 184
2018
Q4 		$249K Buy
3,010
+700
+30% +$59.1K 0.13% 176
2018
Q3 		$202K Buy
+2,310
New +$199K 0.09% 215
2017
Q3 		– Sell
-1,980
Closed -$157K – 198
2017
Q2 		$157K Buy
+1,980
New +$156K 0.07% 201

Other funds holding ACWV

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
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 $128B AUM 35.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

V Wealth Advisors's ACWV Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2023, closing a stake of 2,935 shares — an estimated $288K sold.

V Wealth Advisors first reported a position in ACWV in Q2 2017 and held it in 20 quarters. The position peaked at $417K in Q2 2021. 291 funds tracked by Wall St. Rank hold ACWV as of Q3 2023.

  • V Wealth Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 2,935 iShares MSCI Global Min Vol Factor ETF shares in Q3 2023, an estimated $288K.
  • V Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2017 and held it in 20 quarters.
  • V Wealth Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $417K in Q2 2021.
  • 291 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.