Daner Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Daner Wealth 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	$228K	Hold	1,795	–	–	0.12%	83
2026 Q1	$217K	Hold	1,795	–	–	0.13%	83
2025 Q4	$221K	Hold	1,795	–	–	0.14%	90
2025 Q3	$216K	Hold	1,795	–	–	0.14%	91
2025 Q2	$213K	Buy	+1,795	New	+$209K	0.15%	74
2024 Q4	$203K	Buy	+1,795	New	+$203K	0.15%	56

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

Daner Wealth Management's ACWV Position: Q2 2026 in Review

Daner Wealth Management held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 1,795 shares worth $228K. The position accounts for 0.12% of the portfolio, ranked #83.

Daner Wealth Management first reported a position in ACWV in Q4 2024 and has held it in 6 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Daner Wealth Management held 1,795 shares of iShares MSCI Global Min Vol Factor ETF worth $228K as of Q2 2026.
Daner Wealth 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 0.12% of Daner Wealth Management's portfolio in Q2 2026, its #83 holding.
Daner Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

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