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FAS Wealth Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

FAS Wealth 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
2026
Q1 		$438K Sell
3,666
-623
-15% -$75.5K 0.03% 245
2025
Q4 		$509K Buy
4,289
+40
+0.9% +$4.78K 0.03% 228
2025
Q3 		$510K Hold
4,249
– – 0.03% 219
2025
Q2 		$504K Buy
4,249
+37
+0.9% +$4.31K 0.04% 213
2025
Q1 		$490K Sell
4,212
-34
-0.8% -$3.84K 0.04% 210
2024
Q4 		$464K Sell
4,246
-860
-17% -$97.4K 0.04% 218
2024
Q3 		$585K Hold
5,106
– – 0.05% 198
2024
Q2 		$534K Buy
5,106
+39
+0.8% +$4.05K 0.05% 200
2024
Q1 		$533K Sell
5,067
-299
-6% -$30.7K 0.05% 199
2023
Q4 		$538K Sell
5,366
-1,467
-21% -$142K 0.05% 189
2023
Q3 		$652K Sell
6,833
-296
-4% -$29K 0.07% 168
2023
Q2 		$699K Sell
7,129
-106
-1% -$10.4K 0.09% 151
2023
Q1 		$700K Sell
7,235
-7,775
-52% -$741K 0.08% 169
2022
Q4 		$1.43M Sell
15,010
-2,810
-16% -$264K 0.16% 119
2022
Q3 		$1.58M Sell
17,820
-735
-4% -$70.3K 0.18% 99
2022
Q2 		$1.75M Sell
18,555
-521
-3% -$51.6K 0.18% 86
2022
Q1 		$2M Sell
19,076
-13,678
-42% -$1.41M 0.19% 80
2021
Q4 		$3.55M Sell
32,754
-10,330
-24% -$1.09M 0.33% 51
2021
Q3 		$4.43M Sell
43,084
-5,579
-11% -$587K 0.41% 42
2021
Q2 		$5.01M Sell
48,663
-18,952
-28% -$1.94M 0.47% 38
2021
Q1 		$6.67M Sell
67,615
-22,662
-25% -$2.2M 0.69% 27
2020
Q4 		$8.75M Sell
90,277
-436,468
-83% -$41.3M 1% 23
2020
Q3 		$48.4M Sell
526,745
-16,605
-3% -$1.52M 6.61% 2
2020
Q2 		$47.6M Buy
543,350
+228
+0% +$19.7K 7.01% 1
2020
Q1 		$43.6M Buy
543,122
+24,019
+5% +$2.21M 7.63% 2
2019
Q4 		$49.7M Buy
519,103
+8,714
+2% +$829K 8.37% 1
2019
Q3 		$48.4M Buy
510,389
+14,785
+3% +$1.38M 8.76% 1
2019
Q2 		$45.7M Buy
495,604
+14,189
+3% +$1.28M 8.5% 1
2019
Q1 		$43.1M Sell
481,415
-7,909
-2% -$680K 8.41% 1
2018
Q4 		$39.8M Sell
489,324
-1,596
-0.3% -$135K 9.1% 1
2018
Q3 		$43.1M Buy
490,920
+25,604
+6% +$2.2M 9.82% 1
2018
Q2 		$38.6M Buy
465,316
+61,301
+15% +$5.14M 10.38% 1
2018
Q1 		$33.9M Buy
404,015
+401,554
+16,317% +$33.9M 9.76% 1
2017
Q4 		$208K Buy
+2,461
New +$205K 0.05% 167
2016
Q1 		– Sell
-566,305
Closed -$39.2M – 126
2015
Q4 		$39.2M Sell
566,305
-132,723
-19% -$9.27M 19.61% 2
2015
Q3 		$46.8M Sell
699,028
-66,082
-9% -$4.57M 26.96% 1
2015
Q2 		$53.3M Buy
765,110
+12,507
+2% +$907K 26.69% 1
2015
Q1 		$54M Sell
752,603
-4,661
-0.6% -$330K 27.54% 1
2014
Q4 		$52.1M Buy
757,264
+15,269
+2% +$1.04M 27.53% 1
2014
Q3 		$49.5M Buy
741,995
+10,640
+1% +$716K 28.4% 1
2014
Q2 		$48.9M Buy
+731,355
New +$48.1M 28.12% 1

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FAS Wealth Partners's ACWV Position: Q1 2026 in Review

FAS Wealth Partners reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 15% in Q1 2026, selling an estimated $75.5K and leaving 3,666 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #245.

FAS Wealth Partners first reported a position in ACWV in Q2 2014 and has held it in 41 quarters since. The position peaked at $54M in Q1 2015. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

  • FAS Wealth Partners held 3,666 shares of iShares MSCI Global Min Vol Factor ETF worth $438K as of Q1 2026.
  • FAS Wealth Partners sold 623 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $75.5K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.03% of FAS Wealth Partners's portfolio in Q1 2026, its #245 holding.
  • FAS Wealth Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2014 and has held it in 41 quarters since.
  • FAS Wealth Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $54M in Q1 2015.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.