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BSW Wealth Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

BSW Wealth Partners’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 		– Sell
-2,302
Closed -$275K – 332
2026
Q1 		$275K Hold
2,302
– – 0.03% 261
2025
Q4 		$273K Hold
2,302
– – 0.03% 264
2025
Q3 		$276K Hold
2,302
– – 0.03% 267
2025
Q2 		$273K Hold
2,302
– – 0.04% 258
2025
Q1 		$268K Hold
2,302
– – 0.04% 246
2024
Q4 		$251K Hold
2,302
– – 0.04% 263
2024
Q3 		$264K Buy
+2,302
New +$253K 0.04% 250

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

BSW Wealth Partners's ACWV Position: Q2 2026 in Review

BSW Wealth Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026, closing a stake of 2,302 shares — an estimated $275K sold.

BSW Wealth Partners first reported a position in ACWV in Q3 2024 and held it in 7 quarters. The position peaked at $276K in Q3 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • BSW Wealth Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 2,302 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $275K.
  • BSW Wealth Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2024 and held it in 7 quarters.
  • BSW Wealth Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $276K in Q3 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.