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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
Q3 		$5.53M Sell
44,535
-457
-1% -$57K 0.07% 174
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

CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Apella Capital's ACWV Position: Q3 2026 in Review

Apella Capital reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 1% in Q3 2026, selling an estimated $57K and leaving 44,535 shares worth $5.53M. The position accounts for 0.07% of the portfolio, ranked #174.

Apella Capital first reported a position in ACWV in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.56M in Q1 2026. 16 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

  • Apella Capital held 44,535 shares of iShares MSCI Global Min Vol Factor ETF worth $5.53M as of Q3 2026.
  • Apella Capital sold 457 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $57K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.07% of Apella Capital's portfolio in Q3 2026, its #174 holding.
  • Apella Capital first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's iShares MSCI Global Min Vol Factor ETF position peaked at $5.56M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.