Dynamic Advisor Solutions
ACWV icon

Dynamic Advisor Solutions’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Dynamic Advisor Solutions’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 		$10M Sell
81,860
-312
-0.4% -$38.9K 0.29% 79
2026
Q2 		$9.9M Buy
82,172
+1,236
+2% +$149K 0.28% 77
2026
Q1 		$9.7M Buy
80,936
+5,765
+8% +$698K 0.3% 73
2025
Q4 		$8.93M Sell
75,171
-8,607
-10% -$1.03M 0.29% 75
2025
Q3 		$10M Sell
83,778
-2,328
-3% -$276K 0.29% 78
2025
Q2 		$10.2M Sell
86,106
-826
-1% -$96.2K 0.32% 75
2025
Q1 		$10.1M Buy
86,932
+8,071
+10% +$912K 0.33% 73
2024
Q4 		$8.61M Buy
78,861
+13,521
+21% +$1.53M 0.37% 63
2024
Q3 		$7.48M Buy
65,340
+5,328
+9% +$586K 0.22% 108
2024
Q2 		$6.28M Buy
60,012
+25,703
+75% +$2.67M 0.2% 124
2024
Q1 		$3.61M Buy
34,309
+2,051
+6% +$210K 0.12% 208
2023
Q4 		$3.24M Buy
32,258
+16,608
+106% +$1.61M 0.12% 213
2023
Q3 		$1.49M Buy
15,650
+1,129
+8% +$110K 0.07% 282
2023
Q2 		$1.42M Buy
14,521
+4,394
+43% +$432K 0.07% 273
2023
Q1 		$980K Buy
10,127
+2,258
+29% +$215K 0.06% 322
2022
Q4 		$748K Buy
7,869
+1,121
+17% +$105K 0.05% 336
2022
Q3 		$598K Buy
6,748
+87
+1% +$8.32K 0.05% 353
2022
Q2 		$629K Buy
6,661
+115
+2% +$11.4K 0.05% 340
2022
Q1 		$686K Buy
6,546
+40
+0.6% +$4.13K 0.05% 356
2021
Q4 		$704K Sell
6,506
-5,385
-45% -$569K 0.05% 346
2021
Q3 		$1.22M Sell
11,891
-985
-8% -$104K 0.09% 241
2021
Q2 		$1.32M Sell
12,876
-1,042
-7% -$106K 0.1% 229
2021
Q1 		$1.37M Sell
13,918
-5,697
-29% -$553K 0.13% 195
2020
Q4 		$1.9M Sell
19,615
-11,510
-37% -$1.09M 0.18% 146
2020
Q3 		$2.86M Sell
31,125
-1,357
-4% -$124K 0.32% 85
2020
Q2 		$2.84M Buy
32,482
+1,110
+4% +$96.1K 0.38% 68
2020
Q1 		$2.52M Buy
31,372
+6,245
+25% +$576K 0.46% 49
2019
Q4 		$2.41M Buy
25,127
+1,171
+5% +$111K 0.33% 79
2019
Q3 		$2.27M Buy
23,956
+3,019
+14% +$282K 0.35% 74
2019
Q2 		$1.93M Buy
+20,937
New +$1.89M 0.31% 85

Other funds holding ACWV

Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
HOWA
Hudson Oak Wealth Advisory Hoboken, New Jersey $130M AUM 20.86% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $284M AUM 6.12% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Dynamic Advisor Solutions's ACWV Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.38% in Q3 2026, selling an estimated $38.9K and leaving 81,860 shares worth $10M. The position accounts for 0.29% of the portfolio, ranked #79.

Dynamic Advisor Solutions first reported a position in ACWV in Q2 2019 and has held it in 30 quarters since. The position peaked at $10.2M in Q2 2025. 56 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

  • Dynamic Advisor Solutions held 81,860 shares of iShares MSCI Global Min Vol Factor ETF worth $10M as of Q3 2026.
  • Dynamic Advisor Solutions sold 312 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $38.9K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.29% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #79 holding.
  • Dynamic Advisor Solutions first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2019 and has held it in 30 quarters since.
  • Dynamic Advisor Solutions's iShares MSCI Global Min Vol Factor ETF position peaked at $10.2M in Q2 2025.
  • 56 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.