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

Financial Connections Group’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 		$5.32M Sell
44,539
-437
-1% -$52.9K 1.85% 20
2025
Q4 		$5.34M Sell
44,976
-725
-2% -$86.7K 1.84% 18
2025
Q3 		$5.48M Sell
45,701
-837
-2% -$99.4K 2.14% 18
2025
Q2 		$5.52M Sell
46,538
-239
-0.5% -$27.8K 2.28% 17
2025
Q1 		$5.44M Sell
46,777
-264
-0.6% -$29.8K 2.44% 15
2024
Q4 		$5.14M Sell
47,041
-368
-0.8% -$41.7K 2.47% 12
2024
Q3 		$5.43M Sell
47,409
-489
-1% -$53.8K 2.67% 12
2024
Q2 		$5.01M Buy
+47,898
New +$4.98M 2.6% 12
2024
Q1 		– Sell
-50,748
Closed -$5.09M – 166
2023
Q4 		$5.09M Buy
+50,748
New +$4.92M 3.3% 9
2023
Q3 		– Sell
-53,199
Closed -$5.22M – 125
2023
Q2 		$5.22M Sell
53,199
-2,461
-4% -$242K 3.42% 10
2023
Q1 		$5.38M Sell
55,660
-476
-0.8% -$45.4K 3.83% 9
2022
Q4 		$5.33M Sell
56,136
-1,409
-2% -$132K 4.21% 9
2022
Q3 		$5.1M Sell
57,545
-5,305
-8% -$507K 4.3% 9
2022
Q2 		$5.94M Sell
62,850
-11,116
-15% -$1.1M 5.23% 5
2022
Q1 		$7.75M Sell
73,966
-6,190
-8% -$639K 7.8% 2
2021
Q4 		$8.68M Buy
+80,156
New +$8.47M 8.54% 2

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
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

Financial Connections Group's ACWV Position: Q1 2026 in Review

Financial Connections Group reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.97% in Q1 2026, selling an estimated $52.9K and leaving 44,539 shares worth $5.32M. The position accounts for 1.85% of the portfolio, ranked #20.

Financial Connections Group first reported a position in ACWV in Q4 2021 and has held it in 16 quarters since. The position peaked at $8.68M in Q4 2021. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

  • Financial Connections Group held 44,539 shares of iShares MSCI Global Min Vol Factor ETF worth $5.32M as of Q1 2026.
  • Financial Connections Group sold 437 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $52.9K.
  • iShares MSCI Global Min Vol Factor ETF made up 1.85% of Financial Connections Group's portfolio in Q1 2026, its #20 holding.
  • Financial Connections Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and has held it in 16 quarters since.
  • Financial Connections Group's iShares MSCI Global Min Vol Factor ETF position peaked at $8.68M in Q4 2021.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.