AA
ACWV icon

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

Ancora 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
-6
Closed -$664 – 1774
2024
Q4 		$664 Hold
6
– – ﹤0.01% 1663
2024
Q3 		$696 Hold
6
– – ﹤0.01% 1622
2024
Q2 		$636 Hold
6
– – ﹤0.01% 1690
2024
Q1 		$640 Sell
6
-3
-33% -$308 ﹤0.01% 1663
2023
Q4 		$903 Buy
+9
New +$873 ﹤0.01% 1555
2019
Q2 		– Sell
-3,766
Closed -$337K – 582
2019
Q1 		$337K Hold
3,766
– – 0.02% 483
2018
Q4 		$306K Hold
3,766
– – 0.01% 496
2018
Q3 		$331K Hold
3,766
– – 0.01% 562
2018
Q2 		$313K Hold
3,766
– – 0.01% 575
2018
Q1 		$316K Buy
+3,766
New +$318K 0.01% 563

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 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ancora Advisors's ACWV Position: Q1 2025 in Review

Ancora Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2025, closing a stake of 6 shares — an estimated $664 sold.

Ancora Advisors first reported a position in ACWV in Q1 2018 and held it in 10 quarters. The position peaked at $337K in Q1 2019. 327 funds tracked by Wall St. Rank hold ACWV as of Q1 2025.

  • Ancora Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Ancora Advisors sold 6 iShares MSCI Global Min Vol Factor ETF shares in Q1 2025, an estimated $664.
  • Ancora Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2018 and held it in 10 quarters.
  • Ancora Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $337K in Q1 2019.
  • 327 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2025.

Based on Ancora Advisors's 13F filing for Q1 2025, filed 15 May 2025.