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 Q3	–	Sell	-78	Closed	-$9.38K	–	2526
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%	+$6.22K	﹤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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Blue Trust Inc's ACWV Position: Q3 2026 in Review

Blue Trust Inc sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2026, closing a stake of 78 shares — an estimated $9.38K sold.

Blue Trust Inc first reported a position in ACWV in Q4 2023 and held it in 10 quarters. The position peaked at $9.38K in Q2 2026. 102 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

Blue Trust Inc reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2026 after selling out during the quarter.
Blue Trust Inc sold 78 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $9.38K.
Blue Trust Inc first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2023 and held it in 10 quarters.
Blue Trust Inc's iShares MSCI Global Min Vol Factor ETF position peaked at $9.38K in Q2 2026.
102 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.