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Cahill Financial Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Cahill Financial Advisors’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 		$250K Sell
2,077
-303
-13% -$36.6K 0.02% 275
2026
Q1 		$284K Buy
2,380
+317
+15% +$38.4K 0.03% 243
2025
Q4 		$245K Sell
2,063
-130
-6% -$15.5K 0.03% 262
2025
Q3 		$263K Buy
2,193
+21
+1% +$2.49K 0.03% 253
2025
Q2 		$258K Buy
2,172
+317
+17% +$36.9K 0.03% 245
2025
Q1 		$216K Sell
1,855
-419
-18% -$47.3K 0.03% 250
2024
Q4 		$248K Sell
2,274
-505
-18% -$57.2K 0.03% 237
2024
Q3 		$318K Sell
2,779
-186
-6% -$20.5K 0.04% 204
2024
Q2 		$310K Sell
2,965
-34
-1% -$3.53K 0.04% 208
2024
Q1 		$316K Buy
+2,999
New +$308K 0.04% 210
2021
Q4 		– Sell
-1,379
Closed -$142K – 225
2021
Q3 		$142K Buy
+1,379
New +$145K 0.03% 242

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

Cahill Financial Advisors's ACWV Position: Q2 2026 in Review

Cahill Financial Advisors reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 13% in Q2 2026, selling an estimated $36.6K and leaving 2,077 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #275.

Cahill Financial Advisors first reported a position in ACWV in Q3 2021 and has held it in 11 quarters since. The position peaked at $318K in Q3 2024. 229 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Cahill Financial Advisors held 2,077 shares of iShares MSCI Global Min Vol Factor ETF worth $250K as of Q2 2026.
  • Cahill Financial Advisors sold 303 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $36.6K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.02% of Cahill Financial Advisors's portfolio in Q2 2026, its #275 holding.
  • Cahill Financial Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2021 and has held it in 11 quarters since.
  • Cahill Financial Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $318K in Q3 2024.
  • 229 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.