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

Focus Financial Network’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 Q3	$350K	Hold	2,849	–	–	0.01%	584
2026 Q2	$343K	Buy	2,849 +22	+0.8%	+$2.66K	0.01%	581
2026 Q1	$338K	Sell	2,827 -556	-16%	-$67.3K	0.01%	574
2025 Q4	$402K	Sell	3,383 -202	-6%	-$24.1K	0.01%	503
2025 Q3	$430K	Buy	3,585 +316	+10%	+$37.5K	0.02%	488
2025 Q2	$388K	Sell	3,269 -44	-1%	-$5.12K	0.02%	493
2025 Q1	$386K	Hold	3,313	–	–	0.02%	479
2024 Q4	$362K	Sell	3,313 -559	-14%	-$63.3K	0.01%	498
2024 Q3	$443K	Sell	3,872 -30	-0.8%	-$3.3K	0.02%	433
2024 Q2	$422K	Sell	3,902 -302	-7%	-$31.4K	0.02%	440
2024 Q1	$426K	Buy	4,204 +120	+3%	+$12.3K	0.02%	407
2023 Q4	$410K	Buy	4,084 +605	+17%	+$58.7K	0.02%	495
2023 Q3	$332K	Sell	3,479 -138	-4%	-$13.5K	0.02%	439
2023 Q2	$355K	Buy	3,617 +13	+0.4%	+$1.28K	0.02%	428
2023 Q1	$349K	Sell	3,604 -862	-19%	-$82.2K	0.02%	422
2022 Q4	$424K	Sell	4,466 -882	-16%	-$82.7K	0.03%	316
2022 Q3	$474K	Buy	5,348 +204	+4%	+$19.5K	0.04%	288
2022 Q2	$486K	Sell	5,144 -36	-0.7%	-$3.57K	0.04%	288
2022 Q1	$543K	Buy	+5,180	New	+$534K	0.04%	291
2021 Q4	–	Sell	-5,825	Closed	-$598K	–	353
2021 Q3	$598K	Sell	5,825 -206	-3%	-$21.7K	0.08%	218
2021 Q2	$620K	Sell	6,031 -3,368	-36%	-$344K	0.08%	225
2021 Q1	$927K	Sell	9,399 -40,242	-81%	-$3.9M	0.11%	167
2020 Q4	$4.81M	Buy	49,641 +4,073	+9%	+$385K	0.43%	52
2020 Q3	$4.19M	Buy	45,568 +12	+0%	+$1.1K	0.39%	59
2020 Q2	$3.99M	Buy	45,556 +5,252	+13%	+$455K	0.44%	51
2020 Q1	$3.24M	Buy	40,304 +4,790	+13%	+$442K	0.43%	52
2019 Q4	$3.4M	Buy	+35,514	New	+$3.38M	0.42%	52

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

HOWA

Hudson Oak Wealth Advisory Hoboken, New Jersey $130M AUM 20.86% 1-Year Est. Return

Focus Financial Network's ACWV Position: Q3 2026 in Review

Focus Financial Network held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2026 at 2,849 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #584.

Focus Financial Network first reported a position in ACWV in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.81M in Q4 2020. 65 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

Focus Financial Network held 2,849 shares of iShares MSCI Global Min Vol Factor ETF worth $350K as of Q3 2026.
Focus Financial Network left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #584 holding.
Focus Financial Network first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
Focus Financial Network's iShares MSCI Global Min Vol Factor ETF position peaked at $4.81M in Q4 2020.
65 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.