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Wealth Advisory Solutions’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Wealth Advisory Solutions’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
2021
Q1 		– Sell
-2,654
Closed -$254K – 134
2020
Q4 		$254K Sell
2,654
-45,289
-94% -$4.28M 0.07% 137
2020
Q3 		$4.41M Buy
47,943
+23
+0% +$2.1K 1.17% 27
2020
Q2 		$4.2M Buy
47,920
+4,612
+11% +$399K 1.17% 27
2020
Q1 		$3.48M Sell
43,308
-2,808
-6% -$259K 1.18% 24
2019
Q4 		$4.42M Buy
+46,116
New +$4.39M 1.16% 22

Other funds holding ACWV

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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Advisory Solutions's ACWV Position: Q1 2021 in Review

Wealth Advisory Solutions sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2021, closing a stake of 2,654 shares — an estimated $254K sold.

Wealth Advisory Solutions first reported a position in ACWV in Q4 2019 and held it in 5 quarters. The position peaked at $4.42M in Q4 2019. 279 funds tracked by Wall St. Rank hold ACWV as of Q1 2021.

  • Wealth Advisory Solutions reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Wealth Advisory Solutions sold 2,654 iShares MSCI Global Min Vol Factor ETF shares in Q1 2021, an estimated $254K.
  • Wealth Advisory Solutions first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and held it in 5 quarters.
  • Wealth Advisory Solutions's iShares MSCI Global Min Vol Factor ETF position peaked at $4.42M in Q4 2019.
  • 279 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2021.

Based on Wealth Advisory Solutions's 13F filing for Q1 2021, filed 13 May 2021.