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

BXM Wealth’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
-4,600
Closed -$552K – 137
2025
Q3 		$552K Hold
4,600
– – 0.52% 51
2025
Q2 		$545K Hold
4,600
– – 0.65% 51
2025
Q1 		$535K Buy
+4,600
New +$520K 0.64% 51

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BXM Wealth's ACWV Position: Q4 2025 in Review

BXM Wealth sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2025, closing a stake of 4,600 shares — an estimated $552K sold.

BXM Wealth first reported a position in ACWV in Q1 2025 and held it in 3 quarters. The position peaked at $552K in Q3 2025. 330 funds tracked by Wall St. Rank hold ACWV as of Q4 2025.

  • BXM Wealth reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • BXM Wealth sold 4,600 iShares MSCI Global Min Vol Factor ETF shares in Q4 2025, an estimated $552K.
  • BXM Wealth first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2025 and held it in 3 quarters.
  • BXM Wealth's iShares MSCI Global Min Vol Factor ETF position peaked at $552K in Q3 2025.
  • 330 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2025.

Based on BXM Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.