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Walkner Condon Financial Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Walkner Condon Financial 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
2025
Q1 		– Sell
-1,945
Closed -$212K – 268
2024
Q4 		$212K Sell
1,945
-6
-0.3% -$679 0.04% 262
2024
Q3 		$223K Hold
1,951
– – 0.05% 250
2024
Q2 		$204K Sell
1,951
-500
-20% -$52K 0.04% 249
2024
Q1 		$258K Sell
2,451
-2,515
-51% -$258K 0.05% 231
2023
Q4 		$498K Sell
4,966
-348
-7% -$33.8K 0.11% 146
2023
Q3 		$507K Sell
5,314
-795
-13% -$77.8K 0.13% 133
2023
Q2 		$599K Hold
6,109
– – 0.16% 111
2023
Q1 		$591K Sell
6,109
-25
-0.4% -$2.38K 0.17% 113
2022
Q4 		$583K Buy
6,134
+1
+0% +$94 0.17% 111
2022
Q3 		$543K Sell
6,133
-413
-6% -$39.5K 0.18% 110
2022
Q2 		$619K Sell
6,546
-235
-3% -$23.3K 0.19% 103
2022
Q1 		$711K Sell
6,781
-3,974
-37% -$410K 0.2% 96
2021
Q4 		$1.17M Buy
10,755
+589
+6% +$62.3K 0.76% 38
2021
Q3 		$1.04M Buy
10,166
+2,280
+29% +$240K 0.51% 44
2021
Q2 		$813K Buy
7,886
+358
+5% +$36.6K 0.3% 65
2021
Q1 		$743K Buy
7,528
+5,344
+245% +$518K 0.29% 74
2020
Q4 		$212K Buy
+2,184
New +$206K 0.09% 132

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Walkner Condon Financial Advisors's ACWV Position: Q1 2025 in Review

Walkner Condon Financial Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2025, closing a stake of 1,945 shares — an estimated $212K sold.

Walkner Condon Financial Advisors first reported a position in ACWV in Q4 2020 and held it in 17 quarters. The position peaked at $1.17M in Q4 2021. 327 funds tracked by Wall St. Rank hold ACWV as of Q1 2025.

  • Walkner Condon Financial Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 1,945 iShares MSCI Global Min Vol Factor ETF shares in Q1 2025, an estimated $212K.
  • Walkner Condon Financial Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and held it in 17 quarters.
  • Walkner Condon Financial Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $1.17M in Q4 2021.
  • 327 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.