Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Envestnet Portfolio 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
2025
Q1 		– Sell
-3,202
Closed -$350K – 1532
2024
Q4 		$350K Sell
3,202
-4
-0.1% -$453 ﹤0.01% 1427
2024
Q3 		$367K Sell
3,206
-144
-4% -$15.8K ﹤0.01% 1343
2024
Q2 		$351K Buy
3,350
+179
+6% +$18.6K ﹤0.01% 1290
2024
Q1 		$334K Sell
3,171
-60
-2% -$6.16K ﹤0.01% 1302
2023
Q4 		$324K Sell
3,231
-121
-4% -$11.7K ﹤0.01% 1261
2023
Q3 		$320K Buy
+3,352
New +$328K ﹤0.01% 1196

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Portfolio Solutions's ACWV Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2025, closing a stake of 3,202 shares — an estimated $350K sold.

Envestnet Portfolio Solutions first reported a position in ACWV in Q3 2023 and held it in 6 quarters. The position peaked at $367K in Q3 2024. 327 funds tracked by Wall St. Rank hold ACWV as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,202 iShares MSCI Global Min Vol Factor ETF shares in Q1 2025, an estimated $350K.
  • Envestnet Portfolio Solutions first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's iShares MSCI Global Min Vol Factor ETF position peaked at $367K in Q3 2024.
  • 327 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.