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Beacon Pointe Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Beacon Pointe 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 		$9.33M Buy
77,599
+3,040
+4% +$367K 0.04% 355
2026
Q1 		$8.91M Buy
74,559
+15,909
+27% +$1.93M 0.05% 347
2025
Q4 		$6.96M Buy
58,650
+541
+0.9% +$64.7K 0.05% 320
2025
Q3 		$6.97M Buy
58,109
+52,347
+908% +$6.22M 0.06% 292
2025
Q2 		$683K Sell
5,762
-84
-1% -$9.78K 0.01% 798
2025
Q1 		$680K Sell
5,846
-117
-2% -$13.2K 0.01% 745
2024
Q4 		$651K Sell
5,963
-1,150
-16% -$130K 0.01% 745
2024
Q3 		$815K Buy
7,113
+5
+0.1% +$550 0.01% 695
2024
Q2 		$744K Sell
7,108
-752
-10% -$78.2K 0.01% 733
2024
Q1 		$827K Sell
7,860
-132
-2% -$13.5K 0.01% 747
2023
Q4 		$802K Sell
7,992
-1,523
-16% -$148K 0.01% 737
2023
Q3 		$908K Buy
9,515
+1,267
+15% +$124K 0.01% 663
2023
Q2 		$809K Sell
8,248
-3,395
-29% -$334K 0.01% 579
2023
Q1 		$1.13M Sell
11,643
-1,006
-8% -$95.9K 0.02% 516
2022
Q4 		$1.2M Sell
12,649
-2,455
-16% -$230K 0.02% 469
2022
Q3 		$1.34M Sell
15,104
-707
-4% -$67.6K 0.03% 403
2022
Q2 		$1.49M Sell
15,811
-38
-0.2% -$3.76K 0.03% 386
2022
Q1 		$1.66M Sell
15,849
-6,355
-29% -$656K 0.02% 488
2021
Q4 		$2.4M Sell
22,204
-1,040
-4% -$110K 0.06% 233
2021
Q3 		$2.39M Buy
+23,244
New +$2.45M 0.06% 263

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Beacon Pointe Advisors's ACWV Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 4.1% in Q2 2026, buying an estimated $367K and bringing the position to 77,599 shares worth $9.33M. The position accounts for 0.04% of the portfolio, ranked #355.

Beacon Pointe Advisors first reported a position in ACWV in Q3 2021 and has held it in 20 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Beacon Pointe Advisors held 77,599 shares of iShares MSCI Global Min Vol Factor ETF worth $9.33M as of Q2 2026.
  • Beacon Pointe Advisors bought 3,040 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $367K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #355 holding.
  • Beacon Pointe Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2021 and has held it in 20 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.