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Capital Investment Advisory Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Capital Investment Advisory Services’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 		$122K Hold
1,011
– – 0.01% 782
2026
Q1 		$121K Hold
1,011
– – 0.01% 702
2025
Q4 		$120K Sell
1,011
-495
-33% -$59.2K 0.01% 676
2025
Q3 		$181K Hold
1,506
– – 0.01% 597
2025
Q2 		$179K Sell
1,506
-322
-18% -$37.5K 0.01% 577
2025
Q1 		$213K Hold
1,828
– – 0.02% 520
2024
Q4 		$200K Hold
1,828
– – 0.02% 493
2024
Q3 		$209K Sell
1,828
-175
-9% -$19.3K 0.02% 491
2024
Q2 		$210K Hold
2,003
– – 0.02% 484
2024
Q1 		$211K Sell
2,003
-75
-4% -$7.7K 0.02% 472
2023
Q4 		$209K Sell
2,078
-1,643
-44% -$159K 0.02% 481
2023
Q3 		$355K Sell
3,721
-202
-5% -$19.8K 0.03% 352
2023
Q2 		$385K Sell
3,923
-401
-9% -$39.4K 0.04% 322
2023
Q1 		$418K Sell
4,324
-687
-14% -$65.5K 0.05% 293
2022
Q4 		$476K Buy
5,011
+585
+13% +$54.9K 0.06% 278
2022
Q3 		$392K Buy
4,426
+550
+14% +$52.6K 0.05% 301
2022
Q2 		$366K Hold
3,876
– – 0.04% 319
2022
Q1 		$406K Hold
3,876
– – 0.04% 330
2021
Q4 		$420K Hold
3,876
– – 0.05% 307
2021
Q3 		$398K Hold
3,876
– – 0.05% 303
2021
Q2 		$399K Hold
3,876
– – 0.05% 318
2021
Q1 		$382K Hold
3,876
– – 0.05% 294
2020
Q4 		$376K Sell
3,876
-590
-13% -$55.8K 0.06% 290
2020
Q3 		$410K Hold
4,466
– – 0.08% 232
2020
Q2 		$391K Hold
4,466
– – 0.08% 212
2020
Q1 		$359K Hold
4,466
– – 0.09% 204
2019
Q4 		$428K Buy
4,466
+249
+6% +$23.7K 0.11% 183
2019
Q3 		$400K Sell
4,217
-53
-1% -$4.94K 0.11% 174
2019
Q2 		$396K Sell
4,270
-92
-2% -$8.3K 0.12% 175
2019
Q1 		$390K Hold
4,362
– – 0.15% 137
2018
Q4 		$354K Buy
+4,362
New +$368K 0.15% 128

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $128B AUM 35.83% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Capital Investment Advisory Services's ACWV Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 1,011 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #782.

Capital Investment Advisory Services first reported a position in ACWV in Q4 2018 and has held it in 31 quarters since. The position peaked at $476K in Q4 2022. 279 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Capital Investment Advisory Services held 1,011 shares of iShares MSCI Global Min Vol Factor ETF worth $122K as of Q2 2026.
  • Capital Investment Advisory Services 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 Capital Investment Advisory Services's portfolio in Q2 2026, its #782 holding.
  • Capital Investment Advisory Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • Capital Investment Advisory Services's iShares MSCI Global Min Vol Factor ETF position peaked at $476K in Q4 2022.
  • 279 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.