Aspetuck Financial Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Aspetuck Financial 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	$561K	Hold	4,670	–	–	0.33%	57
2026 Q1	$558K	Hold	4,670	–	–	0.38%	52
2025 Q4	$555K	Hold	4,670	–	–	0.37%	50
2025 Q3	$560K	Hold	4,670	–	–	0.38%	49
2025 Q2	$554K	Hold	4,670	–	–	0.42%	47
2025 Q1	$543K	Sell	4,670 -384	-8%	-$43.4K	0.47%	44
2024 Q4	$552K	Buy	+5,054	New	+$572K	0.43%	41

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

Aspetuck Financial Management's ACWV Position: Q2 2026 in Review

Aspetuck Financial Management held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 4,670 shares worth $561K. The position accounts for 0.33% of the portfolio, ranked #57.

Aspetuck Financial Management first reported a position in ACWV in Q4 2024 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Aspetuck Financial Management held 4,670 shares of iShares MSCI Global Min Vol Factor ETF worth $561K as of Q2 2026.
Aspetuck Financial 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 0.33% of Aspetuck Financial Management's portfolio in Q2 2026, its #57 holding.
Aspetuck Financial Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Aspetuck Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.