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

Armbruster Capital Management’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	$630K	Sell	5,135 -25	-0.5%	-$3.12K	0.09%	76
2026 Q2	$620K	Hold	5,160	–	–	0.09%	78
2026 Q1	$617K	Hold	5,160	–	–	0.1%	79
2025 Q4	$613K	Hold	5,160	–	–	0.1%	78
2025 Q3	$619K	Hold	5,160	–	–	0.11%	79
2025 Q2	$612K	Hold	5,160	–	–	0.11%	76
2025 Q1	$600K	Hold	5,160	–	–	0.12%	75
2024 Q4	$563K	Hold	5,160	–	–	0.11%	79
2024 Q3	$591K	Hold	5,160	–	–	0.12%	77
2024 Q2	$540K	Sell	5,160 -1,154	-18%	-$120K	0.11%	75
2024 Q1	$665K	Hold	6,314	–	–	0.14%	57
2023 Q4	$634K	Sell	6,314 -254	-4%	-$24.6K	0.14%	56
2023 Q3	$627K	Sell	6,568 -53	-0.8%	-$5.18K	0.16%	55
2023 Q2	$649K	Sell	6,621 -959	-13%	-$94.2K	0.16%	54
2023 Q1	$733K	Sell	7,580 -4,520	-37%	-$431K	0.19%	49
2022 Q4	$1.15M	Sell	12,100 -11,289	-48%	-$1.06M	0.3%	38
2022 Q3	$2.07M	Hold	23,389	–	–	0.59%	32
2022 Q2	$2.21M	Sell	23,389 -2,047	-8%	-$203K	0.6%	31
2022 Q1	$2.67M	Sell	25,436 -1,468	-5%	-$151K	0.64%	33
2021 Q4	$2.91M	Buy	+26,904	New	+$2.84M	0.67%	38

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Armbruster Capital Management's ACWV Position: Q3 2026 in Review

Armbruster Capital Management reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.48% in Q3 2026, selling an estimated $3.12K and leaving 5,135 shares worth $630K. The position accounts for 0.09% of the portfolio, ranked #76.

Armbruster Capital Management first reported a position in ACWV in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.91M in Q4 2021. 130 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

Armbruster Capital Management held 5,135 shares of iShares MSCI Global Min Vol Factor ETF worth $630K as of Q3 2026.
Armbruster Capital Management sold 25 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $3.12K.
iShares MSCI Global Min Vol Factor ETF made up 0.09% of Armbruster Capital Management's portfolio in Q3 2026, its #76 holding.
Armbruster Capital Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and has held it in 20 quarters since.
Armbruster Capital Management's iShares MSCI Global Min Vol Factor ETF position peaked at $2.91M in Q4 2021.
130 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Armbruster Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.