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

Aptus Capital 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
2026 Q2	$18.6K	Hold	155	–	–	﹤0.01%	1532
2026 Q1	$18.5K	Sell	155 -155	-50%	-$18.8K	﹤0.01%	1421
2025 Q4	$36.8K	Sell	310 -24	-7%	-$2.87K	﹤0.01%	1332
2025 Q3	$40.1K	Buy	334 +289	+642%	+$34.3K	﹤0.01%	1262
2025 Q2	$5.34K	Buy	45 +10	+29%	+$1.16K	﹤0.01%	1413
2025 Q1	$4.07K	Sell	35 -118	-77%	-$13.3K	﹤0.01%	1349
2024 Q4	$16.7K	Buy	+153	New	+$17.3K	﹤0.01%	1238

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Aptus Capital Advisors's ACWV Position: Q2 2026 in Review

Aptus Capital Advisors held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 155 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Aptus Capital Advisors first reported a position in ACWV in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.1K in Q3 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Aptus Capital Advisors held 155 shares of iShares MSCI Global Min Vol Factor ETF worth $18.6K as of Q2 2026.
Aptus Capital Advisors left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1532 holding.
Aptus Capital Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Aptus Capital Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $40.1K in Q3 2025.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.