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WBI Investments’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

WBI Investments’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
-6,958
Closed -$661K – 179
2022
Q4 		$661K Sell
6,958
-612
-8% -$57.4K 0.14% 120
2022
Q3 		$661K Buy
7,570
+333
+5% +$31.8K 0.19% 71
2022
Q2 		$674K Buy
+7,237
New +$717K 0.15% 76

Other funds holding ACWV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

WBI Investments's ACWV Position: Q1 2023 in Review

WBI Investments sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2023, closing a stake of 6,958 shares — an estimated $661K sold.

WBI Investments first reported a position in ACWV in Q2 2022 and held it in 3 quarters. The position peaked at $674K in Q2 2022. 296 funds tracked by Wall St. Rank hold ACWV as of Q1 2023.

  • WBI Investments reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • WBI Investments sold 6,958 iShares MSCI Global Min Vol Factor ETF shares in Q1 2023, an estimated $661K.
  • WBI Investments first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2022 and held it in 3 quarters.
  • WBI Investments's iShares MSCI Global Min Vol Factor ETF position peaked at $674K in Q2 2022.
  • 296 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2023.

Based on WBI Investments's 13F filing for Q1 2023, filed 15 May 2023.