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 Q2	$847K	Buy	7,047 +1,254	+22%	+$152K	0.01%	1102
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 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

Concurrent Investment Advisors's ACWV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 22% in Q2 2026, buying an estimated $152K and bringing the position to 7,047 shares worth $847K. The position accounts for 0.01% of the portfolio, ranked #1102.

Concurrent Investment Advisors first reported a position in ACWV in Q2 2025 and has held it in 5 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Concurrent Investment Advisors held 7,047 shares of iShares MSCI Global Min Vol Factor ETF worth $847K as of Q2 2026.
Concurrent Investment Advisors bought 1,254 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $152K.
iShares MSCI Global Min Vol Factor ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1102 holding.
Concurrent Investment Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.