Avantax Advisory Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$204K Sell
1,717
-78
-4% -$9.08K ﹤0.01% 2194
2025
Q1
$209K Sell
1,795
-404
-18% -$45.6K ﹤0.01% 2080
2024
Q4
$240K Buy
2,199
+428
+24% +$48.5K ﹤0.01% 1937
2024
Q3
$203K Buy
+1,771
New +$195K ﹤0.01% 1999
2020
Q4
Sell
-4,568
Closed -$421K 935
2020
Q3
$421K Buy
+4,568
New +$418K 0.01% 869

Other funds holding ACWV

Avantax Advisory Services's ACWV Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 4.3% in Q2 2025, selling an estimated $9.08K and leaving 1,717 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

Avantax Advisory Services first reported a position in ACWV in Q3 2020 and has held it in 5 quarters since. The position peaked at $421K in Q3 2020. 320 funds tracked by Wall St. Rank hold ACWV as of Q2 2025.

  • Avantax Advisory Services held 1,717 shares of iShares MSCI Global Min Vol Factor ETF worth $204K as of Q2 2025.
  • Avantax Advisory Services sold 78 iShares MSCI Global Min Vol Factor ETF shares in Q2 2025, an estimated $9.08K.
  • iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2194 holding.
  • Avantax Advisory Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2020 and has held it in 5 quarters since.
  • Avantax Advisory Services's iShares MSCI Global Min Vol Factor ETF position peaked at $421K in Q3 2020.
  • 320 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.