BA
ACWV icon

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

Bellwether 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 		$872K Sell
7,253
-521
-7% -$63K 0.13% 115
2026
Q1 		$929K Sell
7,774
-103
-1% -$12.5K 0.16% 98
2025
Q4 		$935K Buy
7,877
+562
+8% +$67.2K 0.15% 71
2025
Q3 		$877K Buy
7,315
+509
+7% +$60.4K 0.15% 85
2025
Q2 		$807K Buy
6,806
+164
+2% +$19.1K 0.14% 71
2025
Q1 		$771K Buy
6,642
+249
+4% +$28.1K 0.16% 70
2024
Q4 		$698K Buy
6,393
+191
+3% +$21.6K 0.12% 84
2024
Q3 		$710K Sell
6,202
-56
-0.9% -$6.16K 0.14% 75
2024
Q2 		$655K Buy
6,258
+286
+5% +$29.7K 0.14% 82
2024
Q1 		$629K Buy
5,972
+201
+3% +$20.6K 0.14% 86
2023
Q4 		$579K Sell
5,771
-143
-2% -$13.9K 0.14% 84
2023
Q3 		$564K Buy
5,914
+33
+0.6% +$3.23K 0.15% 81
2023
Q2 		$577K Buy
5,881
+64
+1% +$6.29K 0.17% 59
2023
Q1 		$563K Sell
5,817
-267
-4% -$25.4K 0.15% 85
2022
Q4 		$578K Buy
6,084
+205
+3% +$19.2K 0.17% 90
2022
Q3 		$520K Sell
5,879
-4,401
-43% -$421K 0.17% 69
2022
Q2 		$971K Sell
10,280
-1,236
-11% -$122K 0.31% 62
2022
Q1 		$1.21M Sell
11,516
-66
-0.6% -$6.81K 0.36% 57
2021
Q4 		$1.25M Hold
11,582
– – 0.39% 49
2021
Q3 		$1.19M Sell
11,582
-592
-5% -$62.3K 0.4% 51
2021
Q2 		$1.25M Buy
12,174
+6
+0% +$613 0.43% 55
2021
Q1 		$1.2M Sell
12,168
-1,239
-9% -$120K 0.48% 48
2020
Q4 		$1.3M Buy
+13,407
New +$1.27M 0.57% 40

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

Bellwether Advisors's ACWV Position: Q2 2026 in Review

Bellwether Advisors reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 6.7% in Q2 2026, selling an estimated $63K and leaving 7,253 shares worth $872K. The position accounts for 0.13% of the portfolio, ranked #115.

Bellwether Advisors first reported a position in ACWV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.3M in Q4 2020. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Bellwether Advisors held 7,253 shares of iShares MSCI Global Min Vol Factor ETF worth $872K as of Q2 2026.
  • Bellwether Advisors sold 521 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $63K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.13% of Bellwether Advisors's portfolio in Q2 2026, its #115 holding.
  • Bellwether Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Bellwether Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $1.3M in Q4 2020.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.