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DT Investment Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

DT Investment Partners’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
2025
Q2 		– Sell
-40
Closed -$4.66K – 531
2025
Q1 		$4.66K Buy
+40
New +$4.52K ﹤0.01% 486
2019
Q1 		– Sell
-57,509
Closed -$4.67M – 63
2018
Q4 		$4.67M Buy
57,509
+4,357
+8% +$368K 0.75% 17
2018
Q3 		$4.67M Buy
53,152
+943
+2% +$81.1K 0.67% 22
2018
Q2 		$4.34M Sell
52,209
-470
-0.9% -$39.4K 0.67% 17
2018
Q1 		$4.42M Buy
52,679
+6,043
+13% +$511K 0.69% 16
2017
Q4 		$3.93M Sell
46,636
-517
-1% -$43K 0.62% 17
2017
Q3 		$3.84M Buy
47,153
+2,954
+7% +$238K 0.64% 15
2017
Q2 		$3.5M Buy
44,199
+1,297
+3% +$102K 0.67% 15
2017
Q1 		$3.31M Sell
42,902
-23,232
-35% -$1.75M 0.75% 15
2016
Q4 		$4.8M Buy
66,134
+431
+0.7% +$31.6K 1.21% 15
2016
Q3 		$5.01M Buy
65,703
+521
+0.8% +$40.1K 1.28% 15
2016
Q2 		$4.98M Buy
65,182
+2,413
+4% +$179K 1.35% 16
2016
Q1 		$4.61M Buy
62,769
+487
+0.8% +$33.7K 1.31% 17
2015
Q4 		$4.32M Sell
62,282
-1,667
-3% -$116K 1.28% 16
2015
Q3 		$4.28M Buy
63,949
+353
+0.6% +$24.4K 1.33% 16
2015
Q2 		$4.43M Buy
63,596
+4,771
+8% +$346K 1.15% 16
2015
Q1 		$4.22M Buy
+58,825
New +$4.16M 1.28% 16

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

DT Investment Partners's ACWV Position: Q2 2025 in Review

DT Investment Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2025, closing a stake of 40 shares — an estimated $4.66K sold.

DT Investment Partners first reported a position in ACWV in Q1 2015 and held it in 17 quarters. The position peaked at $5.01M in Q3 2016. 320 funds tracked by Wall St. Rank hold ACWV as of Q2 2025.

  • DT Investment Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • DT Investment Partners sold 40 iShares MSCI Global Min Vol Factor ETF shares in Q2 2025, an estimated $4.66K.
  • DT Investment Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2015 and held it in 17 quarters.
  • DT Investment Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $5.01M in Q3 2016.
  • 320 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2025.

Based on DT Investment Partners's 13F filing for Q2 2025, filed 22 Jul 2025.