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Atria Wealth Solutions’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-6,196
Closed -$721K – 1466
2025
Q1 		$721K Sell
6,196
-15,214
-71% -$1.72M 0.01% 1014
2024
Q4 		$2.34M Buy
21,410
+13,170
+160% +$1.49M 0.03% 588
2024
Q3 		$944K Buy
8,240
+1,765
+27% +$194K 0.01% 936
2024
Q2 		$678K Buy
6,475
+5
+0.1% +$520 0.01% 1074
2024
Q1 		$681K Sell
6,470
-6
-0.1% -$616 0.01% 1102
2023
Q4 		$650K Sell
6,476
-1,351
-17% -$131K 0.01% 1079
2023
Q3 		$747K Sell
7,827
-32
-0.4% -$3.13K 0.01% 943
2023
Q2 		$771K Buy
7,859
+2,444
+45% +$240K 0.01% 965
2023
Q1 		$524K Sell
5,415
-390
-7% -$37.2K 0.01% 1105
2022
Q4 		$552K Sell
5,805
-3,196
-36% -$300K 0.01% 1030
2022
Q3 		$797K Buy
9,001
+6,039
+204% +$577K 0.01% 806
2022
Q2 		$280K Sell
2,962
-4,187
-59% -$415K 0.01% 1250
2022
Q1 		$749K Buy
+7,149
New +$737K 0.01% 847

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Wealth Solutions's ACWV Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2025, closing a stake of 6,196 shares — an estimated $721K sold.

Atria Wealth Solutions first reported a position in ACWV in Q1 2022 and held it in 13 quarters. The position peaked at $2.34M in Q4 2024. 320 funds tracked by Wall St. Rank hold ACWV as of Q2 2025.

  • Atria Wealth Solutions reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,196 iShares MSCI Global Min Vol Factor ETF shares in Q2 2025, an estimated $721K.
  • Atria Wealth Solutions first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's iShares MSCI Global Min Vol Factor ETF position peaked at $2.34M in Q4 2024.
  • 320 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.