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Barrett & Company’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Barrett & Company’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
Q1 		$7.17K Hold
60
– – ﹤0.01% 492
2025
Q4 		$7.13K Hold
60
– – ﹤0.01% 497
2025
Q3 		$7.2K Hold
60
– – ﹤0.01% 497
2025
Q2 		$7.11K Hold
60
– – ﹤0.01% 503
2025
Q1 		$6.98K Buy
+60
New +$6.78K ﹤0.01% 467

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Barrett & Company's ACWV Position: Q1 2026 in Review

Barrett & Company held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q1 2026 at 60 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Barrett & Company first reported a position in ACWV in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.2K in Q3 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

  • Barrett & Company held 60 shares of iShares MSCI Global Min Vol Factor ETF worth $7.17K as of Q1 2026.
  • Barrett & Company left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #492 holding.
  • Barrett & Company first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • Barrett & Company's iShares MSCI Global Min Vol Factor ETF position peaked at $7.2K in Q3 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.