WWC
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Waypoint Wealth Counsel’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Waypoint Wealth Counsel’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
Q1 		– Sell
-2,859
Closed -$272K – 93
2022
Q4 		$272K Buy
+2,859
New +$268K 0.22% 74

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AL
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Jane Street
Jane Street New York $777B AUM 61.18% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Waypoint Wealth Counsel's ACWV Position: Q1 2023 in Review

Waypoint Wealth Counsel sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2023, closing a stake of 2,859 shares — an estimated $272K sold.

Waypoint Wealth Counsel first reported a position in ACWV in Q4 2022 and held it in 1 quarter. The position peaked at $272K in Q4 2022. 296 funds tracked by Wall St. Rank hold ACWV as of Q1 2023.

  • Waypoint Wealth Counsel reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 2,859 iShares MSCI Global Min Vol Factor ETF shares in Q1 2023, an estimated $272K.
  • Waypoint Wealth Counsel first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2022 and held it in 1 quarter.
  • Waypoint Wealth Counsel's iShares MSCI Global Min Vol Factor ETF position peaked at $272K in Q4 2022.
  • 296 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2023.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2023, filed 4 Apr 2024.