Cerity Partners
ACWV icon

Cerity Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Cerity Partners’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 		$1.3M Buy
10,834
+459
+4% +$55.5K ﹤0.01% 1834
2026
Q1 		$1.24M Sell
10,375
-206
-2% -$24.9K ﹤0.01% 1742
2025
Q4 		$1.26M Buy
10,581
+2,573
+32% +$308K ﹤0.01% 1597
2025
Q3 		$960K Hold
8,008
– – ﹤0.01% 1614
2025
Q2 		$949K Buy
8,008
+68
+0.9% +$7.92K ﹤0.01% 1539
2025
Q1 		$924K Sell
7,940
-104
-1% -$11.8K ﹤0.01% 1460
2024
Q4 		$878K Buy
8,044
+446
+6% +$50.5K ﹤0.01% 1481
2024
Q3 		$870K Sell
7,598
-8,800
-54% -$968K ﹤0.01% 1472
2024
Q2 		$1.72M Buy
16,398
+9,913
+153% +$1.03M ﹤0.01% 970
2024
Q1 		$666K Sell
6,485
-286
-4% -$29.4K ﹤0.01% 1462
2023
Q4 		$680K Buy
6,771
+383
+6% +$37.2K ﹤0.01% 1142
2023
Q3 		$610K Buy
6,388
+3,718
+139% +$364K ﹤0.01% 906
2023
Q2 		$262K Sell
2,670
-5,886
-69% -$578K ﹤0.01% 1439
2023
Q1 		$828K Buy
8,556
+1,706
+25% +$163K ﹤0.01% 1067
2022
Q4 		$651K Buy
6,850
+136
+2% +$12.8K ﹤0.01% 831
2022
Q3 		$594K Buy
6,714
+331
+5% +$31.6K 0.01% 649
2022
Q2 		$603K Sell
6,383
-281
-4% -$27.8K 0.01% 684
2022
Q1 		$699K Buy
6,664
+72
+1% +$7.43K 0.01% 515
2021
Q4 		$714K Buy
+6,592
New +$697K 0.01% 502

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

Cerity Partners's ACWV Position: Q2 2026 in Review

Cerity Partners increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 4.4% in Q2 2026, buying an estimated $55.5K and bringing the position to 10,834 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

Cerity Partners first reported a position in ACWV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.72M in Q2 2024. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Cerity Partners held 10,834 shares of iShares MSCI Global Min Vol Factor ETF worth $1.3M as of Q2 2026.
  • Cerity Partners bought 459 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $55.5K.
  • iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1834 holding.
  • Cerity Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Cerity Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $1.72M in Q2 2024.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.