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

Carolinas Wealth Consulting’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 Q2	–	Sell	-722	Closed	-$84K	–	10
2025 Q1	$84K	Hold	722	–	–	0.02%	273
2024 Q4	$78.8K	Hold	722	–	–	0.02%	294
2024 Q3	$82.7K	Hold	722	–	–	0.02%	292
2024 Q2	$75.6K	Hold	722	–	–	0.01%	305
2024 Q1	$76K	Buy	+722	New	+$74.1K	0.02%	312
2021 Q1	–	Sell	-13	Closed	-$1K	–	936
2020 Q4	$1K	Sell	13 -345	-96%	-$32.6K	﹤0.01%	771
2020 Q3	$33K	Hold	358	–	–	0.01%	338
2020 Q2	$31K	Buy	+358	New	+$31K	0.01%	248

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $116B AUM 26.37% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carolinas Wealth Consulting's ACWV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2025, closing a stake of 722 shares — an estimated $84K sold.

Carolinas Wealth Consulting first reported a position in ACWV in Q2 2020 and held it in 8 quarters. The position peaked at $84K in Q1 2025. 320 funds tracked by Wall St. Rank hold ACWV as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 722 iShares MSCI Global Min Vol Factor ETF shares in Q2 2025, an estimated $84K.
Carolinas Wealth Consulting first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2020 and held it in 8 quarters.
Carolinas Wealth Consulting's iShares MSCI Global Min Vol Factor ETF position peaked at $84K in Q1 2025.
320 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.