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Windsor Advisory Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Windsor Advisory Group’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
Q2 		– Sell
-2,347
Closed -$227K – 59
2023
Q1 		$227K Hold
2,347
– – 0.54% 41
2022
Q4 		$223K Buy
+2,347
New +$220K 0.59% 41

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SEI Investments
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Windsor Advisory Group's ACWV Position: Q2 2023 in Review

Windsor Advisory Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2023, closing a stake of 2,347 shares — an estimated $227K sold.

Windsor Advisory Group first reported a position in ACWV in Q4 2022 and held it in 2 quarters. The position peaked at $227K in Q1 2023. 293 funds tracked by Wall St. Rank hold ACWV as of Q2 2023.

  • Windsor Advisory Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Windsor Advisory Group sold 2,347 iShares MSCI Global Min Vol Factor ETF shares in Q2 2023, an estimated $227K.
  • Windsor Advisory Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2022 and held it in 2 quarters.
  • Windsor Advisory Group's iShares MSCI Global Min Vol Factor ETF position peaked at $227K in Q1 2023.
  • 293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2023.

Based on Windsor Advisory Group's 13F filing for Q2 2023, filed 26 Jul 2023.