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
2026 Q2	$15.4K	Buy	+128	New	+$15.5K	﹤0.01%	517
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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Buck Wealth Strategies's ACWV Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026: 128 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in ACWV as recently as Q2 2025.

Buck Wealth Strategies first reported a position in ACWV in Q1 2024 and has held it in 5 quarters since. The position peaked at $373K in Q2 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Buck Wealth Strategies held 128 shares of iShares MSCI Global Min Vol Factor ETF worth $15.4K as of Q2 2026.
iShares MSCI Global Min Vol Factor ETF was a new Buck Wealth Strategies position in Q2 2026.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #517 holding.
Buck Wealth Strategies first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2024 and has held it in 5 quarters since.
Buck Wealth Strategies's iShares MSCI Global Min Vol Factor ETF position peaked at $373K in Q2 2025.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.