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

CoreCap 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 Q3	$8.03K	Hold	65	–	–	﹤0.01%	2125
2026 Q2	$7.86K	Hold	65	–	–	﹤0.01%	2153
2026 Q1	$7.82K	Sell	65 -13	-17%	-$1.58K	﹤0.01%	2038
2025 Q4	$9.31K	Sell	78 -4	-5%	-$478	﹤0.01%	1990
2025 Q3	$9.9K	Buy	82 +17	+26%	+$2.02K	﹤0.01%	1934
2025 Q2	$7.76K	Sell	65 -16	-20%	-$1.86K	﹤0.01%	1965
2025 Q1	$9.47K	Buy	81 +16	+25%	+$1.81K	﹤0.01%	1830
2024 Q4	$7.14K	Sell	65 -41	-39%	-$4.64K	﹤0.01%	1891
2024 Q3	$12.2K	Buy	+106	New	+$11.7K	﹤0.01%	1727
2024 Q2	–	Sell	-320	Closed	-$33.7K	–	1615
2024 Q1	$33.7K	Buy	+320	New	+$32.8K	﹤0.01%	1267
2022 Q4	$96.7K	Buy	+1,017	New	+$95.4K	0.01%	749
2022 Q3	–	Sell	-1,186	Closed	-$112K	–	561
2022 Q2	$112K	Buy	+1,186	New	+$117K	0.01%	654
2022 Q1	–	Sell	-206	Closed	-$22K	–	569
2021 Q4	$22K	Buy	+206	New	+$21.8K	﹤0.01%	1298

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

CoreCap Advisors's ACWV Position: Q3 2026 in Review

CoreCap Advisors held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2026 at 65 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

CoreCap Advisors first reported a position in ACWV in Q4 2021 and has held it in 13 quarters since. The position peaked at $112K in Q2 2022. 84 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

CoreCap Advisors held 65 shares of iShares MSCI Global Min Vol Factor ETF worth $8.03K as of Q3 2026.
CoreCap Advisors left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2125 holding.
CoreCap Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $112K in Q2 2022.
84 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.