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Clearstead Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Clearstead Advisors’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 		$1.54M Sell
12,830
-853
-6% -$103K 0.01% 434
2026
Q1 		$1.64M Buy
13,683
+21
+0.2% +$2.54K 0.01% 408
2025
Q4 		$1.62M Buy
13,662
+3,398
+33% +$406K 0.02% 373
2025
Q3 		$1.23M Sell
10,264
-922
-8% -$109K 0.02% 405
2025
Q2 		$1.33M Sell
11,186
-13,728
-55% -$1.6M 0.02% 382
2025
Q1 		$2.9M Sell
24,914
-2,701
-10% -$305K 0.05% 250
2024
Q4 		$3.02M Buy
27,615
+13,679
+98% +$1.55M 0.05% 239
2024
Q3 		$1.6M Sell
13,936
-6,275
-31% -$690K 0.02% 335
2024
Q2 		$2.11M Buy
20,211
+13,922
+221% +$1.45M 0.04% 272
2024
Q1 		$661K Hold
6,289
– – 0.03% 277
2023
Q4 		$631K Sell
6,289
-6,213
-50% -$603K 0.03% 284
2023
Q3 		$1.19M Buy
12,502
+9,251
+285% +$905K 0.03% 278
2023
Q2 		$319K Buy
3,251
+21
+0.7% +$2.06K 0.02% 358
2023
Q1 		$313K Hold
3,230
– – 0.02% 333
2022
Q4 		$307K Buy
3,230
+30
+0.9% +$2.81K 0.02% 330
2022
Q3 		$283K Sell
3,200
-151
-5% -$14.4K 0.03% 317
2022
Q2 		$317K Buy
3,351
+24
+0.7% +$2.38K 0.02% 306
2022
Q1 		$349K Hold
3,327
– – 0.02% 320
2021
Q4 		$360K Buy
3,327
+289
+10% +$30.6K 0.02% 299
2021
Q3 		$312K Hold
3,038
– – 0.02% 308
2021
Q2 		$313K Buy
3,038
+607
+25% +$62K 0.02% 286
2021
Q1 		$240K Hold
2,431
– – 0.02% 310
2020
Q4 		$236K Sell
2,431
-306
-11% -$28.9K 0.02% 295
2020
Q3 		$252K Buy
+2,737
New +$250K 0.03% 256
2020
Q1 		– Sell
-6,530
Closed -$626K – 768
2019
Q4 		$626K Sell
6,530
-300
-4% -$28.6K 0.08% 154
2019
Q3 		$647K Hold
6,830
– – 0.09% 147
2019
Q2 		$629K Sell
6,830
-2,200
-24% -$198K 0.08% 149
2019
Q1 		$808K Hold
9,030
– – 0.11% 122
2018
Q4 		$734K Buy
+9,030
New +$763K 0.11% 132

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
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

Clearstead Advisors's ACWV Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 6.2% in Q2 2026, selling an estimated $103K and leaving 12,830 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #434.

Clearstead Advisors first reported a position in ACWV in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.02M in Q4 2024. 174 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Clearstead Advisors held 12,830 shares of iShares MSCI Global Min Vol Factor ETF worth $1.54M as of Q2 2026.
  • Clearstead Advisors sold 853 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $103K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #434 holding.
  • Clearstead Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2018 and has held it in 29 quarters since.
  • Clearstead Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $3.02M in Q4 2024.
  • 174 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.