First Heartland Consultants’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

First Heartland Consultants’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	$281K	Hold	2,340	–	–	0.02%	491
2026 Q1	$280K	Sell	2,340 -9	-0.4%	-$1.09K	0.02%	429
2025 Q4	$279K	Hold	2,349	–	–	0.02%	442
2025 Q3	$282K	Hold	2,349	–	–	0.02%	415
2025 Q2	$279K	Sell	2,349 -12	-0.5%	-$1.4K	0.02%	401
2025 Q1	$275K	Sell	2,361 -112	-5%	-$12.7K	0.03%	361
2024 Q4	$270K	Sell	2,473 -46	-2%	-$5.21K	0.03%	366
2024 Q3	$289K	Hold	2,519	–	–	0.03%	337
2024 Q2	$264K	Hold	2,519	–	–	0.02%	369
2024 Q1	$265K	Hold	2,519	–	–	0.03%	357
2023 Q4	$253K	Hold	2,519	–	–	0.03%	314
2023 Q3	$240K	Sell	2,519 -733	-23%	-$71.7K	0.03%	332
2023 Q2	$319K	Sell	3,252 -1,560	-32%	-$153K	0.04%	276
2023 Q1	$466K	Hold	4,812	–	–	0.07%	208
2022 Q4	$457K	Hold	4,812	–	–	0.07%	209
2022 Q3	$426K	Hold	4,812	–	–	0.04%	202
2022 Q2	$454K	Buy	4,812 +563	+13%	+$55.8K	0.07%	201
2022 Q1	$445K	Sell	4,249 -645	-13%	-$66.5K	0.07%	195
2021 Q4	$529K	Hold	4,894	–	–	0.02%	187
2021 Q3	$503K	Sell	4,894 -13	-0.3%	-$1.37K	0.08%	202
2021 Q2	$505K	Sell	4,907 -254	-5%	-$25.9K	0.08%	210
2021 Q1	$509K	Buy	5,161 +81	+2%	+$7.86K	0.08%	198
2020 Q4	$492K	Hold	5,080	–	–	0.08%	171
2020 Q3	$467K	Sell	5,080 -475	-9%	-$43.4K	0.09%	156
2020 Q2	$487K	Sell	5,555 -2,638	-32%	-$228K	0.1%	158
2020 Q1	$658K	Buy	8,193 +35	+0.4%	+$3.23K	0.17%	112
2019 Q4	$782K	Buy	8,158 +1,571	+24%	+$150K	0.15%	134
2019 Q3	$624K	Buy	6,587 +1,213	+23%	+$113K	0.13%	141
2019 Q2	$495K	Sell	5,374 -15,783	-75%	-$1.42M	0.12%	153
2019 Q1	$1.89M	Sell	21,157 -3,975	-16%	-$342K	0.53%	47
2018 Q4	$2.04M	Sell	25,132 -64	-0.3%	-$5.41K	0.76%	41
2018 Q3	$2.21M	Sell	25,196 -408	-2%	-$35.1K	0.69%	45
2018 Q2	$2.13M	Buy	25,604 +471	+2%	+$39.5K	0.75%	38
2018 Q1	$2.11M	Buy	25,133 +12,648	+101%	+$1.07M	0.63%	49
2017 Q4	$1.05M	Sell	12,485 -587	-4%	-$48.9K	0.32%	83
2017 Q3	$1.06M	Buy	13,072 +1,227	+10%	+$98.8K	0.26%	112
2017 Q2	$937K	Buy	11,845 +3,801	+47%	+$300K	0.24%	118
2017 Q1	$620K	Buy	8,044 +2,974	+59%	+$224K	0.17%	157
2016 Q4	$368K	Buy	5,070 +371	+8%	+$27.2K	0.11%	221
2016 Q3	$358K	Buy	+4,699	New	+$361K	0.1%	208

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

First Heartland Consultants's ACWV Position: Q2 2026 in Review

First Heartland Consultants held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 2,340 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #491.

First Heartland Consultants first reported a position in ACWV in Q3 2016 and has held it in 40 quarters since. The position peaked at $2.21M in Q3 2018. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

First Heartland Consultants held 2,340 shares of iShares MSCI Global Min Vol Factor ETF worth $281K as of Q2 2026.
First Heartland Consultants left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #491 holding.
First Heartland Consultants first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2016 and has held it in 40 quarters since.
First Heartland Consultants's iShares MSCI Global Min Vol Factor ETF position peaked at $2.21M in Q3 2018.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.