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

Exencial 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 Q1	$415K	Buy	3,474 +31	+0.9%	+$3.75K	0.01%	436
2025 Q4	$409K	Buy	3,443 +133	+4%	+$15.9K	0.01%	430
2025 Q3	$397K	Sell	3,310 -16	-0.5%	-$1.9K	0.01%	414
2025 Q2	$394K	Sell	3,326 -497	-13%	-$57.9K	0.01%	402
2025 Q1	$445K	Sell	3,823 -491	-11%	-$55.5K	0.02%	380
2024 Q4	$471K	Sell	4,314 -3	-0.1%	-$340	0.02%	371
2024 Q3	$494K	Sell	4,317 -206	-5%	-$22.7K	0.02%	360
2024 Q2	$473K	Sell	4,523 -150	-3%	-$15.6K	0.02%	364
2024 Q1	$492K	Buy	+4,673	New	+$480K	0.02%	352

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Exencial Wealth Advisors's ACWV Position: Q1 2026 in Review

Exencial Wealth Advisors increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.9% in Q1 2026, buying an estimated $3.75K and bringing the position to 3,474 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #436.

Exencial Wealth Advisors first reported a position in ACWV in Q1 2024 and has held it in 9 quarters since. The position peaked at $494K in Q3 2024. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

Exencial Wealth Advisors held 3,474 shares of iShares MSCI Global Min Vol Factor ETF worth $415K as of Q1 2026.
Exencial Wealth Advisors bought 31 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $3.75K.
iShares MSCI Global Min Vol Factor ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #436 holding.
Exencial Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2024 and has held it in 9 quarters since.
Exencial Wealth Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $494K in Q3 2024.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.