Coston McIsaac & Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Coston McIsaac & Partners’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 Q1	–	Sell	-66	Closed	-$7K	–	827
2025 Q4	$7K	Buy	66 +1	+2%	+$120	﹤0.01%	616
2025 Q3	$7K	Hold	65	–	–	﹤0.01%	589
2025 Q2	$7K	Hold	65	–	–	﹤0.01%	568
2025 Q1	$7K	Sell	65 -70	-52%	-$7.91K	﹤0.01%	549
2024 Q4	$14K	Buy	135 +71	+111%	+$8.04K	﹤0.01%	438
2024 Q3	$7	Hold	64	–	–	﹤0.01%	548
2024 Q2	$6K	Buy	64 +1	+2%	+$104	﹤0.01%	533
2024 Q1	$6K	Hold	63	–	–	﹤0.01%	543
2023 Q4	$6K	Buy	63 +1	+2%	+$97	﹤0.01%	535
2023 Q3	$5K	Buy	+62	New	+$6.07K	﹤0.01%	546
2023 Q2	–	Sell	-62	Closed	-$6K	–	760
2023 Q1	$6K	Hold	62	–	–	﹤0.01%	556
2022 Q4	$5	Buy	62 +1	+2%	+$94	﹤0.01%	582
2022 Q3	$5K	Hold	61	–	–	﹤0.01%	502
2022 Q2	$6K	Buy	+61	New	+$6.04K	﹤0.01%	321

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Coston McIsaac & Partners's ACWV Position: Q1 2026 in Review

Coston McIsaac & Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2026, closing a stake of 66 shares — an estimated $7K sold.

Coston McIsaac & Partners first reported a position in ACWV in Q2 2022 and held it in 14 quarters. The position peaked at $14K in Q4 2024. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

Coston McIsaac & Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Coston McIsaac & Partners sold 66 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $7K.
Coston McIsaac & Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2022 and held it in 14 quarters.
Coston McIsaac & Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $14K in Q4 2024.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.