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

WealthSource 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
2021
Q3 		– Sell
-3,074
Closed -$316K – 514
2021
Q2 		$316K Buy
+3,074
New +$314K 0.03% 352
2020
Q1 		– Sell
-3,074
Closed -$295K – 345
2019
Q4 		$295K Hold
3,074
– – 0.04% 317
2019
Q3 		$291K Buy
+3,074
New +$287K 0.04% 329

Other funds holding ACWV

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 $116B AUM 26.37% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthSource Partners's ACWV Position: Q3 2021 in Review

WealthSource Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2021, closing a stake of 3,074 shares — an estimated $316K sold.

WealthSource Partners first reported a position in ACWV in Q3 2019 and held it in 3 quarters. The position peaked at $316K in Q2 2021. 286 funds tracked by Wall St. Rank hold ACWV as of Q3 2021.

  • WealthSource Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
  • WealthSource Partners sold 3,074 iShares MSCI Global Min Vol Factor ETF shares in Q3 2021, an estimated $316K.
  • WealthSource Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2019 and held it in 3 quarters.
  • WealthSource Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $316K in Q2 2021.
  • 286 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2021.

Based on WealthSource Partners's 13F filing for Q3 2021, filed 18 Nov 2021.