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WealthPLAN Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

WealthPLAN Partners’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
-32
Closed -$3.14K – 324
2023
Q2 		$3.14K Hold
32
– – ﹤0.01% 993
2023
Q1 		$3.1K Buy
+32
New +$3.05K ﹤0.01% 1068
2016
Q3 		$4.13K Sell
55
-55
-50% -$4.23K ﹤0.01% 757
2016
Q2 		$4.2K Buy
+110
New +$8.14K ﹤0.01% 2042

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

WealthPLAN Partners's ACWV Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2023, closing a stake of 32 shares — an estimated $3.14K sold.

WealthPLAN Partners first reported a position in ACWV in Q2 2016 and held it in 4 quarters. The position peaked at $4.2K in Q2 2016. 291 funds tracked by Wall St. Rank hold ACWV as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 32 iShares MSCI Global Min Vol Factor ETF shares in Q3 2023, an estimated $3.14K.
  • WealthPLAN Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $4.2K in Q2 2016.
  • 291 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.