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CVFG LLC’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

CVFG LLC’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 		$321K Hold
2,670
– – 0.03% 211
2026
Q1 		$319K Sell
2,670
-15
-0.6% -$1.82K 0.04% 201
2025
Q4 		$319K Hold
2,685
– – 0.22% 79
2025
Q3 		$322K Sell
2,685
-46
-2% -$5.46K 0.23% 76
2025
Q2 		$324K Buy
2,731
+15
+0.6% +$1.75K 0.26% 74
2025
Q1 		$316K Sell
2,716
-20
-0.7% -$2.26K 0.29% 68
2024
Q4 		$299K Buy
+2,736
New +$310K 0.27% 69

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

CVFG LLC's ACWV Position: Q2 2026 in Review

CVFG LLC held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 2,670 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #211.

CVFG LLC first reported a position in ACWV in Q4 2024 and has held it in 7 quarters since. The position peaked at $324K in Q2 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • CVFG LLC held 2,670 shares of iShares MSCI Global Min Vol Factor ETF worth $321K as of Q2 2026.
  • CVFG LLC left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Global Min Vol Factor ETF made up 0.03% of CVFG LLC's portfolio in Q2 2026, its #211 holding.
  • CVFG LLC first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • CVFG LLC's iShares MSCI Global Min Vol Factor ETF position peaked at $324K in Q2 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.