BankPlus Trust Department’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

BankPlus Trust Department’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	$2.77K	Sell	23 -29	-56%	-$3.5K	﹤0.01%	428
2026 Q1	$6.21K	Hold	52	–	–	﹤0.01%	396
2025 Q4	$6.17K	Hold	52	–	–	﹤0.01%	392
2025 Q3	$6.24K	Hold	52	–	–	﹤0.01%	386
2025 Q2	$6.17K	Hold	52	–	–	﹤0.01%	374
2025 Q1	$6.05K	Hold	52	–	–	﹤0.01%	383
2024 Q4	$5.68K	Buy	+52	New	+$5.89K	﹤0.01%	365

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

BankPlus Trust Department's ACWV Position: Q2 2026 in Review

BankPlus Trust Department reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 56% in Q2 2026, selling an estimated $3.5K and leaving 23 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

BankPlus Trust Department first reported a position in ACWV in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.24K in Q3 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

BankPlus Trust Department held 23 shares of iShares MSCI Global Min Vol Factor ETF worth $2.77K as of Q2 2026.
BankPlus Trust Department sold 29 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $3.5K.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #428 holding.
BankPlus Trust Department first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's iShares MSCI Global Min Vol Factor ETF position peaked at $6.24K in Q3 2025.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.