Creekside Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Creekside 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	$3.77M	Sell	31,563 -490	-2%	-$59.3K	1.55%	17
2025 Q4	$3.81M	Buy	32,053 +32	+0.1%	+$3.83K	1.61%	14
2025 Q3	$3.84M	Sell	32,021 -168	-0.5%	-$19.9K	1.69%	13
2025 Q2	$3.82M	Buy	32,189 +151	+0.5%	+$17.6K	1.81%	12
2025 Q1	$3.73M	Sell	32,038 -763	-2%	-$86.2K	1.95%	11
2024 Q4	$3.58M	Buy	32,801 +129	+0.4%	+$14.6K	1.86%	11
2024 Q3	$3.74M	Sell	32,672 -7	-0%	-$770	1.93%	11
2024 Q2	$3.42M	Buy	+32,679	New	+$3.4M	1.89%	11

Other funds holding ACWV

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

Creekside Partners's ACWV Position: Q1 2026 in Review

Creekside Partners reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 1.5% in Q1 2026, selling an estimated $59.3K and leaving 31,563 shares worth $3.77M. The position accounts for 1.55% of the portfolio, ranked #17.

Creekside Partners first reported a position in ACWV in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.84M in Q3 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

Creekside Partners held 31,563 shares of iShares MSCI Global Min Vol Factor ETF worth $3.77M as of Q1 2026.
Creekside Partners sold 490 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $59.3K.
iShares MSCI Global Min Vol Factor ETF made up 1.55% of Creekside Partners's portfolio in Q1 2026, its #17 holding.
Creekside Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2024 and has held it in 8 quarters since.
Creekside Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $3.84M in Q3 2025.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

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