Corient Private Wealth’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Corient Private Wealth’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	$664K	Sell	5,521 -838	-13%	-$101K	﹤0.01%	2042
2026 Q1	$760K	Sell	6,359 -31	-0.5%	-$3.75K	﹤0.01%	1800
2025 Q4	$759K	Buy	+6,390	New	+$764K	﹤0.01%	1650
2025 Q3	–	Sell	-5,841	Closed	-$693K	–	2554
2025 Q2	$693K	Sell	5,841 -68	-1%	-$7.92K	﹤0.01%	1534
2025 Q1	$688K	Hold	5,909	–	–	﹤0.01%	1447
2024 Q4	$645K	Buy	5,909 +1	+0%	+$113	﹤0.01%	1494
2024 Q3	$677K	Buy	5,908 +104	+2%	+$11.4K	﹤0.01%	1590
2024 Q2	$607K	Buy	5,804 +228	+4%	+$23.7K	﹤0.01%	1544
2024 Q1	$587K	Sell	5,576 -46	-0.8%	-$4.72K	﹤0.01%	1552
2023 Q4	$564K	Sell	5,622 -8,736	-61%	-$848K	﹤0.01%	1557
2023 Q3	$1.37M	Sell	14,358 -934,154	-98%	-$91.4M	﹤0.01%	1070
2023 Q2	$93M	Sell	948,512 -921,676	-49%	-$90.6M	0.21%	111
2023 Q1	$181M	Sell	1,870,188 -109,571	-6%	-$10.4M	0.49%	47
2022 Q4	$188M	Buy	+1,979,759	New	+$186M	0.68%	30

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

Corient Private Wealth's ACWV Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 13% in Q2 2026, selling an estimated $101K and leaving 5,521 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Corient Private Wealth first reported a position in ACWV in Q4 2022 and has held it in 14 quarters since. The position peaked at $188M in Q4 2022. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Corient Private Wealth held 5,521 shares of iShares MSCI Global Min Vol Factor ETF worth $664K as of Q2 2026.
Corient Private Wealth sold 838 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $101K.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2042 holding.
Corient Private Wealth first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's iShares MSCI Global Min Vol Factor ETF position peaked at $188M in Q4 2022.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.