FA
ACWV icon

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

Financial 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
Q3 		$1.72M Hold
14,303
– – 0.3% 24
2025
Q2 		$1.7M Buy
14,303
+26
+0.2% +$3.03K 0.32% 21
2025
Q1 		$1.66M Hold
14,277
– – 0.33% 20
2024
Q4 		$1.56M Hold
14,277
– – 0.3% 24
2024
Q3 		$1.64M Hold
14,277
– – 0.31% 20
2024
Q2 		$1.49M Hold
14,277
– – 0.31% 19
2024
Q1 		$1.5M Sell
14,277
-1,567
-10% -$161K 0.31% 21
2023
Q4 		$1.59M Buy
15,844
+2,029
+15% +$197K 0.36% 18
2023
Q3 		$1.32M Sell
13,815
-2,146
-13% -$210K 0.33% 18
2023
Q2 		$1.57M Sell
15,961
-1,075
-6% -$106K 0.37% 18
2023
Q1 		$1.65M Sell
17,036
-1,583
-9% -$151K 0.42% 20
2022
Q4 		$1.77M Buy
18,619
+9,622
+107% +$903K 0.48% 19
2022
Q3 		$792K Hold
8,997
– – 0.28% 25
2022
Q2 		$850K Sell
8,997
-857
-9% -$84.9K 0.3% 24
2022
Q1 		$1.03M Hold
9,854
– – 0.32% 23
2021
Q4 		$1.07M Hold
9,854
– – 0.33% 23
2021
Q3 		$1.01M Hold
9,854
– – 0.34% 24
2021
Q2 		$1.01M Hold
9,854
– – 0.36% 22
2021
Q1 		$972K Sell
9,854
-60
-0.6% -$5.82K 0.39% 22
2020
Q4 		$961K Hold
9,914
– – 0.43% 19
2020
Q3 		$911K Sell
9,914
-540
-5% -$49.4K 0.48% 15
2020
Q2 		$916K Buy
10,454
+2,932
+39% +$254K 0.51% 16
2020
Q1 		$604K Buy
+7,522
New +$693K 0.41% 18

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advisors's ACWV Position: Q3 2025 in Review

Financial Advisors held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2025 at 14,303 shares worth $1.72M. The position accounts for 0.3% of the portfolio, ranked #24.

Financial Advisors first reported a position in ACWV in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.77M in Q4 2022. 306 funds tracked by Wall St. Rank hold ACWV as of Q3 2025.

  • Financial Advisors held 14,303 shares of iShares MSCI Global Min Vol Factor ETF worth $1.72M as of Q3 2025.
  • Financial Advisors left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2025.
  • iShares MSCI Global Min Vol Factor ETF made up 0.3% of Financial Advisors's portfolio in Q3 2025, its #24 holding.
  • Financial Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2020 and has held it in 23 quarters since.
  • Financial Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $1.77M in Q4 2022.
  • 306 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.