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

FDx 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
2025 Q1	–	Sell	-34,274	Closed	-$3.74M	–	176
2024 Q4	$3.74M	Sell	34,274 -9	-0%	-$1.02K	1.09%	27
2024 Q3	$3.93M	Sell	34,283 -2,803	-8%	-$308K	1.07%	29
2024 Q2	$3.88M	Sell	37,086 -1,241	-3%	-$129K	1.07%	27
2024 Q1	$4.04M	Sell	38,327 -1,104	-3%	-$113K	0.61%	46
2023 Q4	$3.96M	Sell	39,431 -2,089	-5%	-$203K	0.31%	85
2023 Q3	$3.96M	Sell	41,520 -919	-2%	-$89.9K	0.33%	79
2023 Q2	$4.16M	Buy	+42,439	New	+$4.17M	0.23%	115
2017 Q3	–	Sell	-13,146	Closed	-$1.04M	–	1245
2017 Q2	$1.04M	Sell	13,146 -1,969	-13%	-$156K	0.03%	498
2017 Q1	$1.17M	Sell	15,115 -303	-2%	-$22.8K	0.04%	472
2016 Q4	$1.12M	Buy	+15,418	New	+$1.13M	0.03%	491

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FDx Advisors's ACWV Position: Q1 2025 in Review

FDx Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2025, closing a stake of 34,274 shares — an estimated $3.74M sold.

FDx Advisors first reported a position in ACWV in Q4 2016 and held it in 10 quarters. The position peaked at $4.16M in Q2 2023. 327 funds tracked by Wall St. Rank hold ACWV as of Q1 2025.

FDx Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
FDx Advisors sold 34,274 iShares MSCI Global Min Vol Factor ETF shares in Q1 2025, an estimated $3.74M.
FDx Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2016 and held it in 10 quarters.
FDx Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $4.16M in Q2 2023.
327 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2025.

Based on FDx Advisors's 13F filing for Q1 2025, filed 1 May 2025.