Caldwell Sutter Capital’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Caldwell Sutter Capital’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	$19.5K	Hold	162	–	–	0.01%	532
2026 Q1	$19.4K	Hold	162	–	–	0.01%	490
2025 Q4	$19.2K	Hold	162	–	–	0.01%	476
2025 Q3	$19.4K	Hold	162	–	–	0.01%	477
2025 Q2	$19.2K	Hold	162	–	–	0.01%	466
2025 Q1	$18.9K	Hold	162	–	–	0.01%	471
2024 Q4	$17.7K	Hold	162	–	–	0.01%	492
2024 Q3	$18.6K	Hold	162	–	–	0.01%	490
2024 Q2	$17K	Hold	162	–	–	0.01%	500
2024 Q1	$17.1K	Hold	162	–	–	0.01%	491
2023 Q4	$16.3K	Hold	162	–	–	0.01%	491
2023 Q3	$15.5K	Hold	162	–	–	0.01%	481
2023 Q2	$15.9K	Buy	+162	New	+$15.9K	0.01%	475

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

Caldwell Sutter Capital's ACWV Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 162 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #532.

Caldwell Sutter Capital first reported a position in ACWV in Q2 2023 and has held it in 13 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Caldwell Sutter Capital held 162 shares of iShares MSCI Global Min Vol Factor ETF worth $19.5K as of Q2 2026.
Caldwell Sutter Capital left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #532 holding.
Caldwell Sutter Capital first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2023 and has held it in 13 quarters since.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.