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

Wealthsimple’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
2022
Q3 		$5.9M Sell
66,636
-133,751
-67% -$12.8M 0.22% 7
2022
Q2 		$18.9M Buy
200,387
+19,908
+11% +$1.97M 0.66% 6
2022
Q1 		$18.9M Sell
180,479
-5,431,631
-97% -$560M 0.59% 6
2021
Q4 		$608M Buy
+5,612,110
New +$593M 20.6% 3

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthsimple's ACWV Position: Q3 2022 in Review

Wealthsimple reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 67% in Q3 2022, selling an estimated $12.8M and leaving 66,636 shares worth $5.9M. The position accounts for 0.22% of the portfolio, ranked #7.

Wealthsimple first reported a position in ACWV in Q4 2021 and has held it in 4 quarters since. The position peaked at $608M in Q4 2021. 293 funds tracked by Wall St. Rank hold ACWV as of Q3 2022.

  • Wealthsimple held 66,636 shares of iShares MSCI Global Min Vol Factor ETF worth $5.9M as of Q3 2022.
  • Wealthsimple sold 133,751 iShares MSCI Global Min Vol Factor ETF shares in Q3 2022, an estimated $12.8M.
  • iShares MSCI Global Min Vol Factor ETF made up 0.22% of Wealthsimple's portfolio in Q3 2022, its #7 holding.
  • Wealthsimple first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and has held it in 4 quarters since.
  • Wealthsimple's iShares MSCI Global Min Vol Factor ETF position peaked at $608M in Q4 2021.
  • 293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.