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Waterloo Capital’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Waterloo Capital’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
-4,218
Closed -$414K – 183
2023
Q2 		$414K Sell
4,218
-1,817
-30% -$179K 0.12% 104
2023
Q1 		$584K Buy
+6,035
New +$575K 0.18% 81
2020
Q1 		$530K Buy
+6,595
New +$608K 0.38% 61

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

Waterloo Capital's ACWV Position: Q3 2023 in Review

Waterloo Capital sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2023, closing a stake of 4,218 shares — an estimated $414K sold.

Waterloo Capital first reported a position in ACWV in Q1 2020 and held it in 3 quarters. The position peaked at $584K in Q1 2023. 291 funds tracked by Wall St. Rank hold ACWV as of Q3 2023.

  • Waterloo Capital reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Waterloo Capital sold 4,218 iShares MSCI Global Min Vol Factor ETF shares in Q3 2023, an estimated $414K.
  • Waterloo Capital first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2020 and held it in 3 quarters.
  • Waterloo Capital's iShares MSCI Global Min Vol Factor ETF position peaked at $584K in Q1 2023.
  • 291 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2023.

Based on Waterloo Capital's 13F filing for Q3 2023, filed 14 Nov 2023.