Cresset Asset Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Cresset Asset 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 Q2	$252K	Hold	2,100	–	–	﹤0.01%	1467
2026 Q1	$251K	Hold	2,100	–	–	﹤0.01%	1360
2025 Q4	$249K	Hold	2,100	–	–	﹤0.01%	1390
2025 Q3	$252K	Hold	2,100	–	–	﹤0.01%	1321
2025 Q2	$249K	Sell	2,100 -26,525	-93%	-$3.09M	﹤0.01%	1217
2025 Q1	$3.33M	Sell	28,625 -983	-3%	-$111K	0.02%	416
2024 Q4	$3.23M	Sell	29,608 -6,696	-18%	-$758K	0.02%	434
2024 Q3	$4.16M	Sell	36,304 -592	-2%	-$65.1K	0.02%	495
2024 Q2	$3.86M	Sell	36,896 -4,956	-12%	-$515K	0.02%	488
2024 Q1	$4.41M	Sell	41,852 -7,079	-14%	-$727K	0.02%	404
2023 Q4	$4.91M	Buy	48,931 +1,258	+3%	+$122K	0.03%	343
2023 Q3	$4.55M	Sell	47,673 -9,392	-16%	-$919K	0.02%	356
2023 Q2	$5.6M	Buy	+57,065	New	+$5.61M	0.01%	385

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

Cresset Asset Management's ACWV Position: Q2 2026 in Review

Cresset Asset Management held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 2,100 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Cresset Asset Management first reported a position in ACWV in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.6M in Q2 2023. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Cresset Asset Management held 2,100 shares of iShares MSCI Global Min Vol Factor ETF worth $252K as of Q2 2026.
Cresset Asset Management left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1467 holding.
Cresset Asset Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2023 and has held it in 13 quarters since.
Cresset Asset Management's iShares MSCI Global Min Vol Factor ETF position peaked at $5.6M in Q2 2023.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.