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

Allworth Financial’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 		$122K Sell
1,018
-103
-9% -$12.4K ﹤0.01% 1825
2026
Q1 		$134K Sell
1,121
-302
-21% -$36.6K ﹤0.01% 1643
2025
Q4 		$169K Hold
1,423
– – ﹤0.01% 1426
2025
Q3 		$171K Hold
1,423
– – ﹤0.01% 1383
2025
Q2 		$169K Hold
1,423
– – ﹤0.01% 1256
2025
Q1 		$164K Sell
1,423
-167
-11% -$18.9K ﹤0.01% 1021
2024
Q4 		$175K Sell
1,590
-122
-7% -$13.8K ﹤0.01% 1000
2024
Q3 		$196K Sell
1,712
-278
-14% -$30.6K ﹤0.01% 825
2024
Q2 		$213K Sell
1,990
-92
-4% -$9.56K ﹤0.01% 798
2024
Q1 		$219K Sell
2,082
-1
-0% -$103 ﹤0.01% 758
2023
Q4 		$209K Sell
2,083
-451
-18% -$43.8K ﹤0.01% 719
2023
Q3 		$242K Buy
2,534
+1,431
+130% +$140K ﹤0.01% 645
2023
Q2 		$108K Sell
1,103
-204
-16% -$20K ﹤0.01% 871
2023
Q1 		$127K Sell
1,307
-2,120
-62% -$202K ﹤0.01% 783
2022
Q4 		$326K Sell
3,427
-2,937
-46% -$275K ﹤0.01% 539
2022
Q3 		$564K Buy
6,364
+5,851
+1,141% +$559K 0.01% 405
2022
Q2 		$48K Sell
513
-518
-50% -$51.3K ﹤0.01% 910
2022
Q1 		$108K Sell
1,031
-487
-32% -$50.2K ﹤0.01% 706
2021
Q4 		$164K Sell
1,518
-142
-9% -$15K ﹤0.01% 570
2021
Q3 		$171K Buy
+1,660
New +$175K ﹤0.01% 514

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Allworth Financial's ACWV Position: Q2 2026 in Review

Allworth Financial reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 9.2% in Q2 2026, selling an estimated $12.4K and leaving 1,018 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Allworth Financial first reported a position in ACWV in Q3 2021 and has held it in 20 quarters since. The position peaked at $564K in Q3 2022. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Allworth Financial held 1,018 shares of iShares MSCI Global Min Vol Factor ETF worth $122K as of Q2 2026.
  • Allworth Financial sold 103 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $12.4K.
  • iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1825 holding.
  • Allworth Financial first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's iShares MSCI Global Min Vol Factor ETF position peaked at $564K in Q3 2022.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.