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 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

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

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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $282M AUM

Armbruster Capital Management's ACWV Position: Q2 2026 in Review

Armbruster Capital Management held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 5,160 shares worth $620K. The position accounts for 0.09% of the portfolio, ranked #78.

Armbruster Capital Management first reported a position in ACWV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.91M in Q4 2021. 48 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Armbruster Capital Management held 5,160 shares of iShares MSCI Global Min Vol Factor ETF worth $620K as of Q2 2026.
Armbruster Capital Management left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.09% of Armbruster Capital Management's portfolio in Q2 2026, its #78 holding.
Armbruster Capital Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
Armbruster Capital Management's iShares MSCI Global Min Vol Factor ETF position peaked at $2.91M in Q4 2021.
48 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.