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Coppell Advisory Solutions’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Coppell Advisory Solutions’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
2025
Q2 		– Sell
-8,712
Closed -$370K – 373
2025
Q1 		$370K Buy
+8,712
New +$984K 0.05% 243
2024
Q4 		– Sell
-1,502
Closed -$172K – 1975
2024
Q3 		$172K Buy
1,502
+1,391
+1,253% +$153K 0.03% 309
2024
Q2 		$11.6K Buy
+111
New +$11.5K ﹤0.01% 961

Other funds holding ACWV

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SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Coppell Advisory Solutions's ACWV Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2025, closing a stake of 8,712 shares — an estimated $370K sold.

Coppell Advisory Solutions first reported a position in ACWV in Q2 2024 and held it in 3 quarters. The position peaked at $370K in Q1 2025. 320 funds tracked by Wall St. Rank hold ACWV as of Q2 2025.

  • Coppell Advisory Solutions reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 8,712 iShares MSCI Global Min Vol Factor ETF shares in Q2 2025, an estimated $370K.
  • Coppell Advisory Solutions first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's iShares MSCI Global Min Vol Factor ETF position peaked at $370K in Q1 2025.
  • 320 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.