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

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Accurate Wealth Management's ACWV Position: Q2 2026 in Review

Accurate Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026, closing a stake of 1,964 shares — an estimated $236K sold.

Accurate Wealth Management first reported a position in ACWV in Q4 2022 and held it in 8 quarters. The position peaked at $356K in Q2 2023. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Accurate Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Accurate Wealth Management sold 1,964 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $236K.
Accurate Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2022 and held it in 8 quarters.
Accurate Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $356K in Q2 2023.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.