Accurate Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Accurate Wealth Management’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
2026 Q2	–	Sell	-1,964	Closed	-$236K	–	578
2026 Q1	$236K	Sell	1,964 -207	-10%	-$25.1K	0.03%	476
2025 Q4	$259K	Buy	2,171 +13	+0.6%	+$1.55K	0.03%	433
2025 Q3	$259K	Sell	2,158 -67	-3%	-$7.96K	0.03%	425
2025 Q2	$262K	Buy	2,225 +12	+0.5%	+$1.4K	0.04%	379
2025 Q1	$251K	Buy	+2,213	New	+$250K	0.05%	326
2023 Q3	–	Sell	-3,613	Closed	-$356K	–	271
2023 Q2	$356K	Sell	3,613 -19	-0.5%	-$1.87K	0.11%	182
2023 Q1	$356K	Sell	3,632 -20	-0.5%	-$1.91K	0.12%	172
2022 Q4	$353K	Buy	+3,652	New	+$343K	0.13%	142

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Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

Chatterton & Associates Anaheim, California $170M AUM

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return