Ferguson Shapiro’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Ferguson Shapiro’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	$219K	Buy	1,818 +16	+0.9%	+$1.93K	0.06%	81
2026 Q1	$215K	Buy	+1,802	New	+$218K	0.07%	76
2020 Q3	–	Sell	-107,373	Closed	-$9.55M	–	26
2020 Q2	$9.55M	Buy	107,373 +34,409	+47%	+$2.98M	6.58%	6
2020 Q1	$6.27M	Buy	+72,964	New	+$6.73M	4.34%	5

Other funds holding ACWV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Chatterton & Associates Anaheim, California $170M AUM