Diversified Enterprises’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Diversified Enterprises’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 Q3	$889K	Buy	7,243 +1,513	+26%	+$189K	0.04%	193
2026 Q2	$689K	Buy	5,730 +89	+2%	+$10.8K	0.03%	204
2026 Q1	$674K	Sell	5,641 -342	-6%	-$41.4K	0.04%	197
2025 Q4	$710K	Buy	5,983 +1,289	+27%	+$154K	0.04%	169
2025 Q3	$563K	Sell	4,694 -141	-3%	-$16.7K	0.04%	152
2025 Q2	$573K	Sell	4,835 -1,538	-24%	-$179K	0.04%	150
2025 Q1	$742K	Buy	6,373 +3,604	+130%	+$407K	0.06%	112
2024 Q4	$302K	Sell	2,769 -386	-12%	-$43.7K	0.03%	186
2024 Q3	$361K	Buy	+3,155	New	+$347K	0.04%	157

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Diversified Enterprises's ACWV Position: Q3 2026 in Review

Diversified Enterprises increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 26% in Q3 2026, buying an estimated $189K and bringing the position to 7,243 shares worth $889K. The position accounts for 0.04% of the portfolio, ranked #193.

Diversified Enterprises first reported a position in ACWV in Q3 2024 and has held it in 9 quarters since. 111 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

Diversified Enterprises held 7,243 shares of iShares MSCI Global Min Vol Factor ETF worth $889K as of Q3 2026.
Diversified Enterprises bought 1,513 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $189K.
iShares MSCI Global Min Vol Factor ETF made up 0.04% of Diversified Enterprises's portfolio in Q3 2026, its #193 holding.
Diversified Enterprises first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2024 and has held it in 9 quarters since.
111 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.