Beacon Capital Management LLC (Tennessee)’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-22	Closed	-$2.55K	–	150
2025 Q2	$2.55K	Buy	22 +1	+5%	+$116	﹤0.01%	863
2025 Q1	$2.48K	Hold	21	–	–	﹤0.01%	890
2024 Q4	$2.33K	Hold	21	–	–	﹤0.01%	869
2024 Q3	$2.4K	Hold	21	–	–	﹤0.01%	958
2024 Q2	$2.2K	Hold	21	–	–	﹤0.01%	852
2024 Q1	$2.21K	Hold	21	–	–	﹤0.01%	860
2023 Q4	$2K	Hold	21	–	–	﹤0.01%	795
2023 Q3	$2.06K	Hold	21	–	–	﹤0.01%	839
2023 Q2	$2.06K	Hold	21	–	–	﹤0.01%	839
2023 Q1	$2.03K	Hold	21	–	–	﹤0.01%	758
2022 Q4	$2K	Hold	21	–	–	﹤0.01%	794
2022 Q3	$2K	Hold	21	–	–	﹤0.01%	706
2022 Q2	$2K	Hold	21	–	–	﹤0.01%	758
2022 Q1	$2K	Buy	+21	New	+$2.17K	﹤0.01%	759

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s ACWV Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2025, closing a stake of 22 shares — an estimated $2.55K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in ACWV in Q1 2022 and held it in 14 quarters. The position peaked at $2.55K in Q2 2025. 306 funds tracked by Wall St. Rank hold ACWV as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 22 iShares MSCI Global Min Vol Factor ETF shares in Q3 2025, an estimated $2.55K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares MSCI Global Min Vol Factor ETF position peaked at $2.55K in Q2 2025.
306 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.