Crewe Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Crewe Advisors’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	$12K	Hold	100	–	–	﹤0.01%	717
2026 Q1	$12K	Hold	100	–	–	﹤0.01%	602
2025 Q4	$11.9K	Hold	100	–	–	﹤0.01%	593
2025 Q3	$12K	Hold	100	–	–	﹤0.01%	592
2025 Q2	$11.9K	Hold	100	–	–	﹤0.01%	437
2025 Q1	$11.6K	Hold	100	–	–	﹤0.01%	415
2024 Q4	$10.9K	Hold	100	–	–	﹤0.01%	419
2024 Q3	$11.5K	Hold	100	–	–	﹤0.01%	469
2024 Q2	$10.5K	Hold	100	–	–	﹤0.01%	681
2024 Q1	$10.5K	Hold	100	–	–	﹤0.01%	611
2023 Q4	$10K	Hold	100	–	–	﹤0.01%	208
2023 Q3	$9.54K	Hold	100	–	–	﹤0.01%	248
2023 Q2	$9.81K	Hold	100	–	–	﹤0.01%	410
2023 Q1	$9.68K	Hold	100	–	–	﹤0.01%	552
2022 Q4	$9.5K	Hold	100	–	–	﹤0.01%	556
2022 Q3	$9K	Hold	100	–	–	﹤0.01%	681
2022 Q2	$9K	Hold	100	–	–	﹤0.01%	609
2022 Q1	$10K	Hold	100	–	–	﹤0.01%	354
2021 Q4	$11K	Hold	100	–	–	﹤0.01%	311
2021 Q3	$10K	Hold	100	–	–	﹤0.01%	261
2021 Q2	$10K	Hold	100	–	–	﹤0.01%	276
2021 Q1	$10K	Hold	100	–	–	﹤0.01%	283
2020 Q4	$10K	Hold	100	–	–	﹤0.01%	258
2020 Q3	$9K	Buy	+100	New	+$9.14K	﹤0.01%	256

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

Crewe Advisors's ACWV Position: Q2 2026 in Review

Crewe Advisors held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 100 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Crewe Advisors first reported a position in ACWV in Q3 2020 and has held it in 24 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Crewe Advisors held 100 shares of iShares MSCI Global Min Vol Factor ETF worth $12K as of Q2 2026.
Crewe Advisors 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 Crewe Advisors's portfolio in Q2 2026, its #717 holding.
Crewe Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2020 and has held it in 24 quarters since.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.