Wipfli Financial Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Wipfli Financial Advisors’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	$17K	Buy	+190	New	+$18.2K	﹤0.01%	1617

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's ACWV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2022: 190 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1617 among its holdings.

293 funds tracked by Wall St. Rank hold ACWV as of Q3 2022.

Wipfli Financial Advisors held 190 shares of iShares MSCI Global Min Vol Factor ETF worth $17K as of Q3 2022.
iShares MSCI Global Min Vol Factor ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1617 holding.
293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.