BWS
ACWV icon

Buck Wealth Strategies’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Buck Wealth Strategies’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
Q3 		– Sell
-3,146
Closed -$373K – 171
2025
Q2 		$373K Buy
3,146
+419
+15% +$48.8K 0.06% 117
2025
Q1 		$317K Sell
2,727
-98
-3% -$11.1K 0.06% 103
2024
Q4 		$308K Buy
+2,825
New +$320K 0.06% 73
2024
Q2 		– Sell
-2,004
Closed -$211K – 70
2024
Q1 		$211K Buy
+2,004
New +$206K 0.07% 78

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return