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Apella Capital’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Apella Capital’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 		$5.52M Sell
44,992
-516
-1% -$62.4K 0.08% 158
2026
Q1 		$5.56M Buy
+45,508
New +$5.51M 0.08% 154

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

Apella Capital's ACWV Position: Q2 2026 in Review

Apella Capital reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 1.1% in Q2 2026, selling an estimated $62.4K and leaving 44,992 shares worth $5.52M. The position accounts for 0.08% of the portfolio, ranked #158.

Apella Capital first reported a position in ACWV in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.56M in Q1 2026. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Apella Capital held 44,992 shares of iShares MSCI Global Min Vol Factor ETF worth $5.52M as of Q2 2026.
  • Apella Capital sold 516 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $62.4K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.08% of Apella Capital's portfolio in Q2 2026, its #158 holding.
  • Apella Capital first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • Apella Capital's iShares MSCI Global Min Vol Factor ETF position peaked at $5.56M in Q1 2026.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.