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Cassady Wealth & Retirement Planning’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Cassady Wealth & Retirement Planning’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 		$423K Buy
3,522
+180
+5% +$21.8K 0.2% 74
2026
Q1 		$404K Buy
3,342
+7
+0.2% +$848 0.21% 74
2025
Q4 		$396K Buy
+3,335
New +$399K 0.26% 70

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cassady Wealth & Retirement Planning's ACWV Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 5.4% in Q2 2026, buying an estimated $21.8K and bringing the position to 3,522 shares worth $423K. The position accounts for 0.2% of the portfolio, ranked #74.

Cassady Wealth & Retirement Planning first reported a position in ACWV in Q4 2025 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 3,522 shares of iShares MSCI Global Min Vol Factor ETF worth $423K as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 180 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $21.8K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.2% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #74 holding.
  • Cassady Wealth & Retirement Planning first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.