AssetMark Inc
ACWV icon

AssetMark Inc’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

AssetMark Inc’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 		$126K Buy
1,025
+331
+48% +$41.3K ﹤0.01% 1590
2026
Q2 		$83.4K Sell
694
-192
-22% -$23.2K ﹤0.01% 1678
2026
Q1 		$106K Buy
886
+133
+18% +$16.1K ﹤0.01% 1523
2025
Q4 		$89.4K Sell
753
-37
-5% -$4.42K ﹤0.01% 1530
2025
Q3 		$94.7K Sell
790
-292
-27% -$34.7K ﹤0.01% 1455
2025
Q2 		$128K Sell
1,082
-25,603
-96% -$2.98M ﹤0.01% 1318
2025
Q1 		$3.11M Buy
26,685
+26,625
+44,375% +$3.01M 0.01% 623
2024
Q4 		$6.55K Hold
60
– – ﹤0.01% 1873
2024
Q3 		$6.87K Buy
+60
New +$6.6K ﹤0.01% 1687
2022
Q4 		– Sell
-78
Closed -$7K – 1588
2022
Q3 		$7K Buy
78
+77
+7,700% +$7.36K ﹤0.01% 1257
2022
Q2 		$0 Buy
+1
New +$99 ﹤0.01% 1464
2021
Q1 		– Sell
-6,986
Closed -$677K – 1324
2020
Q4 		$677K Sell
6,986
-2,419
-26% -$229K ﹤0.01% 395
2020
Q3 		$864K Buy
9,405
+4,626
+97% +$423K 0.01% 347
2020
Q2 		$419K Buy
4,779
+514
+12% +$44.5K ﹤0.01% 400
2020
Q1 		$343K Buy
4,265
+2,165
+103% +$200K ﹤0.01% 413
2019
Q4 		$201K Buy
2,100
+503
+31% +$47.9K ﹤0.01% 541
2019
Q3 		$151K Buy
1,597
+966
+153% +$90.1K ﹤0.01% 547
2019
Q2 		$58K Buy
631
+410
+186% +$37K ﹤0.01% 679
2019
Q1 		$20K Buy
+221
New +$19K ﹤0.01% 878

Other funds holding ACWV

Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dorval Corp
Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Ackerman Capital Advisors
Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc's ACWV Position: Q3 2026 in Review

AssetMark Inc increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 48% in Q3 2026, buying an estimated $41.3K and bringing the position to 1,025 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

AssetMark Inc first reported a position in ACWV in Q1 2019 and has held it in 19 quarters since. The position peaked at $3.11M in Q1 2025. 159 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

  • AssetMark Inc held 1,025 shares of iShares MSCI Global Min Vol Factor ETF worth $126K as of Q3 2026.
  • AssetMark Inc bought 331 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $41.3K.
  • iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1590 holding.
  • AssetMark Inc first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2019 and has held it in 19 quarters since.
  • AssetMark Inc's iShares MSCI Global Min Vol Factor ETF position peaked at $3.11M in Q1 2025.
  • 159 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.