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Boreal Capital Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Boreal Capital Management’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
Q4 		– Sell
-800
Closed -$95.9K – 516
2025
Q3 		$95.9K Hold
800
– – 0.08% 169
2025
Q2 		$94.9K Buy
+800
New +$93.2K 0.08% 174

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LPL Financial
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UBS Group
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Ameriprise
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Boreal Capital Management's ACWV Position: Q4 2025 in Review

Boreal Capital Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2025, closing a stake of 800 shares — an estimated $95.9K sold.

Boreal Capital Management first reported a position in ACWV in Q2 2025 and held it in 2 quarters. The position peaked at $95.9K in Q3 2025. 330 funds tracked by Wall St. Rank hold ACWV as of Q4 2025.

  • Boreal Capital Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Boreal Capital Management sold 800 iShares MSCI Global Min Vol Factor ETF shares in Q4 2025, an estimated $95.9K.
  • Boreal Capital Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2025 and held it in 2 quarters.
  • Boreal Capital Management's iShares MSCI Global Min Vol Factor ETF position peaked at $95.9K in Q3 2025.
  • 330 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2025.

Based on Boreal Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.