CA
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Chatterton & Associates’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Chatterton & Associates’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 		$1.5M Sell
12,333
-629
-5% -$76K 0.89% 33
2026
Q1 		$1.57M Buy
12,962
+403
+3% +$48.8K 1.1% 33
2025
Q4 		$1.49M Buy
+12,559
New +$1.5M 1.28% 32

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Chatterton & Associates's ACWV Position: Q2 2026 in Review

Chatterton & Associates reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 4.9% in Q2 2026, selling an estimated $76K and leaving 12,333 shares worth $1.5M. The position accounts for 0.89% of the portfolio, ranked #33.

Chatterton & Associates first reported a position in ACWV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.57M in Q1 2026. 161 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Chatterton & Associates held 12,333 shares of iShares MSCI Global Min Vol Factor ETF worth $1.5M as of Q2 2026.
  • Chatterton & Associates sold 629 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $76K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.89% of Chatterton & Associates's portfolio in Q2 2026, its #33 holding.
  • Chatterton & Associates first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Chatterton & Associates's iShares MSCI Global Min Vol Factor ETF position peaked at $1.57M in Q1 2026.
  • 161 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.