CA
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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
Q2 		$7.86K Hold
65
– – ﹤0.01% 2153
2026
Q1 		$7.82K Sell
65
-13
-17% -$1.57K ﹤0.01% 2038
2025
Q4 		$9.31K Sell
78
-4
-5% -$478 ﹤0.01% 1990
2025
Q3 		$9.88K Buy
82
+17
+26% +$2.02K ﹤0.01% 1934
2025
Q2 		$7.75K 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 – 1616
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

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DAS
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AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SWM
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XPN
XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return