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

Concurrent Investment 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
Q1 		$692K Sell
5,793
-58
-1% -$7.03K 0.01% 1060
2025
Q4 		$695K Buy
5,851
+78
+1% +$9.32K 0.01% 1001
2025
Q3 		$692K Buy
5,773
+610
+12% +$72.4K 0.01% 784
2025
Q2 		$612K Buy
+5,163
New +$601K 0.01% 773

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Concurrent Investment Advisors's ACWV Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.99% in Q1 2026, selling an estimated $7.03K and leaving 5,793 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #1060.

Concurrent Investment Advisors first reported a position in ACWV in Q2 2025 and has held it in 4 quarters since. The position peaked at $695K in Q4 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

  • Concurrent Investment Advisors held 5,793 shares of iShares MSCI Global Min Vol Factor ETF worth $692K as of Q1 2026.
  • Concurrent Investment Advisors sold 58 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $7.03K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1060 holding.
  • Concurrent Investment Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $695K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.