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

Alterna 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	$261K	Buy	+2,170	New	+$262K	0.15%	96

Other funds holding ACWV

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

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Noble Wealth Partners LLC Denver, Colorado $115M AUM

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

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

Alterna Wealth Management opened a new position in iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026: 2,170 shares worth $261K. The stake represents 0.15% of the portfolio and ranks #96 among its holdings.

89 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Alterna Wealth Management held 2,170 shares of iShares MSCI Global Min Vol Factor ETF worth $261K as of Q2 2026.
iShares MSCI Global Min Vol Factor ETF was a new Alterna Wealth Management position in Q2 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.15% of Alterna Wealth Management's portfolio in Q2 2026, its #96 holding.
89 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.