WU
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Wealthsimple US’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Wealthsimple US’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 		$10.4M Sell
104,920
-6,657
-6% -$646K 6.13% 7
2020
Q4 		$10.8M Buy
111,577
+14,314
+15% +$1.35M 5.91% 7
2020
Q3 		$8.94M Buy
97,263
+18,604
+24% +$1.7M 5.95% 7
2020
Q2 		$6.89M Buy
78,659
+5,124
+7% +$444K 5.24% 7
2020
Q1 		$5.91M Buy
73,535
+3,423
+5% +$316K 5.19% 9
2019
Q4 		$6.72M Buy
+70,112
New +$6.67M 5.34% 7

Other funds holding ACWV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return

Wealthsimple US's ACWV Position: Q1 2021 in Review

Wealthsimple US reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 6% in Q1 2021, selling an estimated $646K and leaving 104,920 shares worth $10.4M. The position accounts for 6.13% of the portfolio, ranked #7.

Wealthsimple US first reported a position in ACWV in Q4 2019 and has held it in 6 quarters since. The position peaked at $10.8M in Q4 2020. 279 funds tracked by Wall St. Rank hold ACWV as of Q1 2021.

  • Wealthsimple US held 104,920 shares of iShares MSCI Global Min Vol Factor ETF worth $10.4M as of Q1 2021.
  • Wealthsimple US sold 6,657 iShares MSCI Global Min Vol Factor ETF shares in Q1 2021, an estimated $646K.
  • iShares MSCI Global Min Vol Factor ETF made up 6.13% of Wealthsimple US's portfolio in Q1 2021, its #7 holding.
  • Wealthsimple US first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and has held it in 6 quarters since.
  • Wealthsimple US's iShares MSCI Global Min Vol Factor ETF position peaked at $10.8M in Q4 2020.
  • 279 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2021.

Based on Wealthsimple US's 13F filing for Q1 2021, filed 12 May 2021.