Blue Trust Inc’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Blue Trust Inc’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	$9.38K	Buy	78 +22	+39%	+$2.66K	﹤0.01%	1882
2026 Q1	$6.71K	Hold	56	–	–	﹤0.01%	1926
2025 Q4	$6.67K	Sell	56 -15	-21%	-$1.79K	﹤0.01%	1948
2025 Q3	$8.51K	Hold	71	–	–	﹤0.01%	1890
2025 Q2	$8.41K	Buy	71 +1	+1%	+$116	﹤0.01%	1914
2025 Q1	$8.17K	Buy	70 +55	+367%	+$6.21K	﹤0.01%	1981
2024 Q4	$1.66K	Buy	+15	New	+$1.7K	﹤0.01%	2231
2024 Q3	–	Sell	-30	Closed	-$3.16K	–	2905
2024 Q2	$3.16K	Hold	30	–	–	﹤0.01%	2328
2024 Q1	$3.16K	Hold	30	–	–	﹤0.01%	1725
2023 Q4	$3K	Buy	+30	New	+$2.91K	﹤0.01%	1974

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

Blue Trust Inc's ACWV Position: Q2 2026 in Review

Blue Trust Inc increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 39% in Q2 2026, buying an estimated $2.66K and bringing the position to 78 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

Blue Trust Inc first reported a position in ACWV in Q4 2023 and has held it in 10 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Blue Trust Inc held 78 shares of iShares MSCI Global Min Vol Factor ETF worth $9.38K as of Q2 2026.
Blue Trust Inc bought 22 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $2.66K.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1882 holding.
Blue Trust Inc first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.