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Cox Capital Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Cox Capital Management’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
-3,665
Closed -$438K – 74
2025
Q4 		$438K Buy
3,665
+109
+3% +$13K 0.27% 54
2025
Q3 		$426K Buy
3,556
+152
+4% +$18.1K 0.28% 52
2025
Q2 		$404K Sell
3,404
-118
-3% -$13.7K 0.28% 53
2025
Q1 		$410K Buy
3,522
+325
+10% +$36.7K 0.3% 50
2024
Q4 		$349K Buy
3,197
+30
+0.9% +$3.4K 0.22% 61
2024
Q3 		$363K Buy
3,167
+82
+3% +$9.02K 0.22% 59
2024
Q2 		$323K Buy
3,085
+11
+0.4% +$1.14K 0.2% 66
2024
Q1 		$324K Buy
3,074
+176
+6% +$18.1K 0.2% 66
2023
Q4 		$291K Buy
2,898
+270
+10% +$26.2K 0.19% 81
2023
Q3 		$251K Buy
2,628
+256
+11% +$25K 0.18% 77
2023
Q2 		$233K Buy
2,372
+50
+2% +$4.91K 0.17% 70
2023
Q1 		$225K Buy
2,322
+83
+4% +$7.91K 0.16% 72
2022
Q4 		$213K Buy
+2,239
New +$210K 0.14% 85

Other funds holding ACWV

SEI Investments
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cox Capital Management's ACWV Position: Q1 2026 in Review

Cox Capital Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2026, closing a stake of 3,665 shares — an estimated $438K sold.

Cox Capital Management first reported a position in ACWV in Q4 2022 and held it in 13 quarters. The position peaked at $438K in Q4 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

  • Cox Capital Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Cox Capital Management sold 3,665 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $438K.
  • Cox Capital Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2022 and held it in 13 quarters.
  • Cox Capital Management's iShares MSCI Global Min Vol Factor ETF position peaked at $438K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Cox Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.