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Acorn Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Acorn Wealth 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
2025
Q1 		– Sell
-1,926
Closed -$210K – 232
2024
Q4 		$210K Buy
1,926
+15
+0.8% +$1.7K 0.09% 226
2024
Q3 		$219K Buy
+1,911
New +$210K 0.09% 211
2022
Q1 		– Sell
-2,105
Closed -$228K – 174
2021
Q4 		$228K Sell
2,105
-232
-10% -$24.5K 0.14% 163
2021
Q3 		$240K Hold
2,337
– – 0.17% 144
2021
Q2 		$240K Buy
2,337
+21
+0.9% +$2.15K 0.17% 144
2021
Q1 		$228K Hold
2,316
– – 0.16% 141
2020
Q4 		$224K Buy
2,316
+19
+0.8% +$1.8K 0.18% 131
2020
Q3 		$211K Sell
2,297
-115
-5% -$10.5K 0.18% 119
2020
Q2 		$211K Buy
+2,412
New +$209K 0.2% 108
2020
Q1 		– Sell
-2,340
Closed -$224K – 105
2019
Q4 		$224K Buy
2,340
+34
+1% +$3.24K 0.19% 109
2019
Q3 		$219K Hold
2,306
– – 0.19% 111
2019
Q2 		$214K Buy
+2,306
New +$208K 0.2% 111
2018
Q3 		– Sell
-165
Closed -$14K – 121
2018
Q2 		$14K Hold
165
– – 0.01% 445
2018
Q1 		$14K Sell
165
-325
-66% -$27.5K 0.01% 444
2017
Q4 		$42K Buy
+490
New +$40.8K 0.04% 279

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
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 $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Acorn Wealth Advisors's ACWV Position: Q1 2025 in Review

Acorn Wealth Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2025, closing a stake of 1,926 shares — an estimated $210K sold.

Acorn Wealth Advisors first reported a position in ACWV in Q4 2017 and held it in 15 quarters. The position peaked at $240K in Q3 2021. 327 funds tracked by Wall St. Rank hold ACWV as of Q1 2025.

  • Acorn Wealth Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,926 iShares MSCI Global Min Vol Factor ETF shares in Q1 2025, an estimated $210K.
  • Acorn Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and held it in 15 quarters.
  • Acorn Wealth Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $240K in Q3 2021.
  • 327 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2025.

Based on Acorn Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.