Baron Silver Stevens Financial Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Baron Silver Stevens Financial Advisors’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	$15.5M	Sell	128,883 -5,743	-4%	-$694K	1.96%	17
2026 Q1	$16.1M	Sell	134,626 -6,452	-5%	-$781K	2.33%	13
2025 Q4	$16.8M	Buy	141,078 +1,507	+1%	+$180K	2.42%	13
2025 Q3	$16.7M	Buy	139,571 +6,763	+5%	+$803K	2.45%	14
2025 Q2	$15.7M	Buy	132,808 +3,017	+2%	+$351K	2.52%	13
2025 Q1	$15.1M	Sell	129,791 -3,808	-3%	-$430K	2.64%	13
2024 Q4	$14.6M	Sell	133,599 -244	-0.2%	-$27.6K	2.48%	14
2024 Q3	$15.3M	Sell	133,843 -2,080	-2%	-$229K	2.68%	14
2024 Q2	$14.2M	Sell	135,923 -2,031	-1%	-$211K	2.7%	14
2024 Q1	$14.5M	Sell	137,954 -1,711	-1%	-$176K	2.81%	13
2023 Q4	$14M	Sell	139,665 -10,843	-7%	-$1.05M	2.94%	13
2023 Q3	$14.4M	Sell	150,508 -4,461	-3%	-$436K	3.25%	12
2023 Q2	$15.2M	Sell	154,969 -1,503	-1%	-$148K	3.33%	11
2023 Q1	$15.1M	Sell	156,472 -9,614	-6%	-$916K	3.94%	9
2022 Q4	$15.8M	Buy	166,086 +578	+0.3%	+$54.2K	3.88%	9
2022 Q3	$18.4M	Buy	165,508 +1,405	+0.9%	+$134K	5.01%	6
2022 Q2	$15.5M	Sell	164,103 -375	-0.2%	-$37.1K	4.01%	9
2022 Q1	$17.2M	Sell	164,478 -7,862	-5%	-$811K	4.04%	8
2021 Q4	$18.7M	Sell	172,340 -3,369	-2%	-$356K	4.41%	8
2021 Q3	$18.1M	Sell	175,709 -7,387	-4%	-$778K	4.81%	7
2021 Q2	$18.8M	Sell	183,096 -1,975	-1%	-$202K	5.11%	6
2021 Q1	$18.3M	Buy	185,071 +11,524	+7%	+$1.12M	9.93%	3
2020 Q4	$16.8M	Buy	+173,547	New	+$16.4M	5.76%	5

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

Baron Silver Stevens Financial Advisors's ACWV Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 4.3% in Q2 2026, selling an estimated $694K and leaving 128,883 shares worth $15.5M. The position accounts for 1.96% of the portfolio, ranked #17.

Baron Silver Stevens Financial Advisors first reported a position in ACWV in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.8M in Q2 2021. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Baron Silver Stevens Financial Advisors held 128,883 shares of iShares MSCI Global Min Vol Factor ETF worth $15.5M as of Q2 2026.
Baron Silver Stevens Financial Advisors sold 5,743 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $694K.
iShares MSCI Global Min Vol Factor ETF made up 1.96% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #17 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
Baron Silver Stevens Financial Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $18.8M in Q2 2021.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.