Diversify Advisory Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Diversify Advisory Services’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	$1.12M	Sell	8,783 -1,197	-12%	-$149K	0.02%	625
2026 Q2	$1.23M	Buy	+9,980	New	+$1.21M	0.02%	559
2026 Q1	–	Sell	-9,299	Closed	-$1.11M	–	214
2025 Q4	$1.11M	Buy	+9,299	New	+$1.11M	0.04%	376

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Hudson Oak Wealth Advisory Hoboken, New Jersey $130M AUM 20.86% 1-Year Est. Return

Diversify Advisory Services's ACWV Position: Q3 2026 in Review

Diversify Advisory Services reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 12% in Q3 2026, selling an estimated $149K and leaving 8,783 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #625.

Diversify Advisory Services first reported a position in ACWV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q2 2026. 68 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

Diversify Advisory Services held 8,783 shares of iShares MSCI Global Min Vol Factor ETF worth $1.12M as of Q3 2026.
Diversify Advisory Services sold 1,197 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $149K.
iShares MSCI Global Min Vol Factor ETF made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #625 holding.
Diversify Advisory Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
Diversify Advisory Services's iShares MSCI Global Min Vol Factor ETF position peaked at $1.23M in Q2 2026.
68 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.