EP Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

EP Wealth Advisors’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	$159K	Buy	+1,325	New	+$160K	﹤0.01%	1572
2025 Q2	$378K	Buy	3,192 +135	+4%	+$15.7K	﹤0.01%	904
2025 Q1	$356K	Sell	3,057 -126	-4%	-$14.2K	﹤0.01%	834
2024 Q4	$348K	Sell	3,183 -394	-11%	-$44.6K	﹤0.01%	816
2024 Q3	$410K	Buy	3,577 +326	+10%	+$35.9K	﹤0.01%	750
2024 Q2	$340K	Buy	3,251 +666	+26%	+$69.2K	﹤0.01%	618
2024 Q1	$272K	Sell	2,585 -90	-3%	-$9.24K	﹤0.01%	660
2023 Q4	$268K	Sell	2,675 -197	-7%	-$19.1K	﹤0.01%	649
2023 Q3	$274K	Sell	2,872 -30,222	-91%	-$2.96M	﹤0.01%	577
2023 Q2	$830K	Buy	33,094 +19,283	+140%	+$1.89M	0.01%	364
2023 Q1	$1.34M	Buy	+13,811	New	+$1.32M	0.02%	269

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

EP Wealth Advisors's ACWV Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026: 1,325 shares worth $159K. The stake represents ﹤0.01% of the portfolio and ranks #1572 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in ACWV as recently as Q2 2025.

EP Wealth Advisors first reported a position in ACWV in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q1 2023. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

EP Wealth Advisors held 1,325 shares of iShares MSCI Global Min Vol Factor ETF worth $159K as of Q2 2026.
iShares MSCI Global Min Vol Factor ETF was a new EP Wealth Advisors position in Q2 2026.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1572 holding.
EP Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2023 and has held it in 11 quarters since.
EP Wealth Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $1.34M in Q1 2023.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.