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

CFM Wealth 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	$205K	Hold	1,708	–	–	0.03%	146
2026 Q1	$204K	Hold	1,708	–	–	0.03%	142
2025 Q4	$203K	Hold	1,708	–	–	0.03%	141
2025 Q3	$205K	Hold	1,708	–	–	0.03%	145
2025 Q2	$203K	Buy	+1,708	New	+$199K	0.03%	139
2023 Q1	–	Sell	-2,108	Closed	-$200K	–	156
2022 Q4	$200K	Buy	+2,108	New	+$198K	0.06%	153
2022 Q2	–	Sell	-2,108	Closed	-$221K	–	163
2022 Q1	$221K	Hold	2,108	–	–	0.05%	177
2021 Q4	$227K	Hold	2,108	–	–	0.05%	166
2021 Q3	$216K	Hold	2,108	–	–	0.05%	174
2021 Q2	$217K	Hold	2,108	–	–	0.06%	166
2021 Q1	$208K	Hold	2,108	–	–	0.06%	164
2020 Q4	$204K	Buy	+2,108	New	+$199K	0.07%	156
2020 Q3	–	Sell	-2,108	Closed	-$184K	–	153
2020 Q2	$184K	Hold	2,108	–	–	0.07%	156
2020 Q1	$169K	Hold	2,108	–	–	0.08%	148
2019 Q4	$206K	Buy	+2,108	New	+$201K	0.08%	144

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

CFM Wealth Partners's ACWV Position: Q2 2026 in Review

CFM Wealth Partners held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 1,708 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #146.

CFM Wealth Partners first reported a position in ACWV in Q4 2019 and has held it in 15 quarters since. The position peaked at $227K in Q4 2021. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

CFM Wealth Partners held 1,708 shares of iShares MSCI Global Min Vol Factor ETF worth $205K as of Q2 2026.
CFM Wealth Partners left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.03% of CFM Wealth Partners's portfolio in Q2 2026, its #146 holding.
CFM Wealth Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and has held it in 15 quarters since.
CFM Wealth Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $227K in Q4 2021.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.