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 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

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

Diversified Enterprises's ACWV Position: Q2 2026 in Review

Diversified Enterprises increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 1.6% in Q2 2026, buying an estimated $10.8K and bringing the position to 5,730 shares worth $689K. The position accounts for 0.03% of the portfolio, ranked #204.

Diversified Enterprises first reported a position in ACWV in Q3 2024 and has held it in 8 quarters since. The position peaked at $742K in Q1 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Diversified Enterprises held 5,730 shares of iShares MSCI Global Min Vol Factor ETF worth $689K as of Q2 2026.
Diversified Enterprises bought 89 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $10.8K.
iShares MSCI Global Min Vol Factor ETF made up 0.03% of Diversified Enterprises's portfolio in Q2 2026, its #204 holding.
Diversified Enterprises first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2024 and has held it in 8 quarters since.
Diversified Enterprises's iShares MSCI Global Min Vol Factor ETF position peaked at $742K in Q1 2025.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.