AP
ACWV icon

Appleton Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Appleton Partners’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 		$430K Hold
3,575
– – 0.03% 207
2026
Q1 		$427K Hold
3,575
– – 0.03% 197
2025
Q4 		$425K Hold
3,575
– – 0.03% 201
2025
Q3 		$429K Hold
3,575
– – 0.03% 202
2025
Q2 		$424K Sell
3,575
-25
-0.7% -$2.91K 0.03% 195
2025
Q1 		$419K Sell
3,600
-175
-5% -$19.8K 0.03% 194
2024
Q4 		$412K Hold
3,775
– – 0.03% 195
2024
Q3 		$432K Sell
3,775
-75
-2% -$8.25K 0.03% 193
2024
Q2 		$403K Hold
3,850
– – 0.03% 194
2024
Q1 		$405K Sell
3,850
-300
-7% -$30.8K 0.03% 207
2023
Q4 		$416K Hold
4,150
– – 0.03% 208
2023
Q3 		$396K Sell
4,150
-538
-11% -$52.6K 0.04% 213
2023
Q2 		$460K Sell
4,688
-312
-6% -$30.7K 0.04% 205
2023
Q1 		$484K Sell
5,000
-75
-1% -$7.15K 0.04% 207
2022
Q4 		$482K Hold
5,075
– – 0.05% 206
2022
Q3 		$449K Hold
5,075
– – 0.04% 204
2022
Q2 		$480K Sell
5,075
-303
-6% -$30K 0.05% 209
2022
Q1 		$564K Buy
+5,378
New +$555K 0.05% 205

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Appleton Partners's ACWV Position: Q2 2026 in Review

Appleton Partners held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 3,575 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #207.

Appleton Partners first reported a position in ACWV in Q1 2022 and has held it in 18 quarters since. The position peaked at $564K in Q1 2022. 69 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Appleton Partners held 3,575 shares of iShares MSCI Global Min Vol Factor ETF worth $430K as of Q2 2026.
  • Appleton Partners left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Global Min Vol Factor ETF made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #207 holding.
  • Appleton Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2022 and has held it in 18 quarters since.
  • Appleton Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $564K in Q1 2022.
  • 69 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.