Brookstone Capital Management
ACWV icon

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

Brookstone 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
2026
Q3 		$438K Sell
3,572
-167
-4% -$20.8K ﹤0.01% 971
2026
Q2 		$449K Sell
3,739
-32,482
-90% -$3.93M ﹤0.01% 970
2026
Q1 		$4.33M Buy
36,221
+2,039
+6% +$247K 0.05% 348
2025
Q4 		$4.06M Buy
34,182
+2,869
+9% +$343K 0.05% 339
2025
Q3 		$3.76M Buy
31,313
+850
+3% +$101K 0.04% 351
2025
Q2 		$3.61M Buy
30,463
+2,073
+7% +$241K 0.05% 326
2025
Q1 		$3.3M Buy
28,390
+2,705
+11% +$306K 0.05% 328
2024
Q4 		$2.8M Buy
25,685
+1,532
+6% +$173K 0.04% 328
2024
Q3 		$2.77M Buy
24,153
+1,438
+6% +$158K 0.04% 337
2024
Q2 		$2.46M Buy
22,715
+3,398
+18% +$353K 0.04% 344
2024
Q1 		$2.03M Buy
19,317
+907
+5% +$93.1K 0.04% 352
2023
Q4 		$1.85M Buy
18,410
+1,041
+6% +$101K 0.04% 341
2023
Q3 		$1.64M Buy
17,369
+1,671
+11% +$163K 0.04% 345
2023
Q2 		$1.52M Buy
15,698
+1,966
+14% +$193K 0.03% 365
2023
Q1 		$1.36M Buy
13,732
+399
+3% +$38K 0.03% 389
2022
Q4 		$1.29M Buy
13,333
+619
+5% +$58.1K 0.03% 384
2022
Q3 		$1.12M Buy
12,714
+407
+3% +$38.9K 0.03% 375
2022
Q2 		$1.18M Sell
12,307
-194
-2% -$19.2K 0.03% 375
2022
Q1 		$1.32M Buy
12,501
+706
+6% +$72.8K 0.03% 350
2021
Q4 		$1.25M Buy
11,795
+1,789
+18% +$189K 0.02% 346
2021
Q3 		$1.04M Buy
10,006
+2,635
+36% +$277K 0.02% 379
2021
Q2 		$767K Buy
7,371
+695
+10% +$71K 0.01% 410
2021
Q1 		$659K Sell
6,676
-1,124
-14% -$109K 0.03% 315
2020
Q4 		$756K Buy
7,800
+961
+14% +$90.8K 0.03% 274
2020
Q3 		$629K Buy
6,839
+82
+1% +$7.5K 0.03% 245
2020
Q2 		$592K Sell
6,757
-900
-12% -$77.9K 0.04% 217
2020
Q1 		$615K Sell
7,657
-1,174
-13% -$108K 0.04% 190
2019
Q4 		$846K Sell
8,831
-15,118
-63% -$1.44M 0.04% 192
2019
Q3 		$2.27M Sell
23,949
-6,427
-21% -$599K 0.12% 109
2019
Q2 		$2.8M Buy
30,376
+26,015
+597% +$2.35M 0.16% 93
2019
Q1 		$390K Buy
+4,361
New +$375K 0.03% 296
2015
Q4 		– Sell
-16
Closed -$1K – 166
2015
Q3 		$1K Buy
+16
New +$1.11K ﹤0.01% 1776

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dorval Corp
Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Ackerman Capital Advisors
Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management's ACWV Position: Q3 2026 in Review

Brookstone Capital Management reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 4.5% in Q3 2026, selling an estimated $20.8K and leaving 3,572 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Brookstone Capital Management first reported a position in ACWV in Q3 2015 and has held it in 32 quarters since. The position peaked at $4.33M in Q1 2026. 190 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

  • Brookstone Capital Management held 3,572 shares of iShares MSCI Global Min Vol Factor ETF worth $438K as of Q3 2026.
  • Brookstone Capital Management sold 167 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $20.8K.
  • iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #971 holding.
  • Brookstone Capital Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2015 and has held it in 32 quarters since.
  • Brookstone Capital Management's iShares MSCI Global Min Vol Factor ETF position peaked at $4.33M in Q1 2026.
  • 190 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.