Freedom Investment Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Freedom Investment Management’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	$684K	Buy	5,692 +2,464	+76%	+$298K	0.19%	48
2026 Q1	$386K	Sell	3,228 -155	-5%	-$18.8K	0.11%	63
2025 Q4	$402K	Buy	3,383 +783	+30%	+$93.6K	0.12%	60
2025 Q3	$312K	Sell	2,600 -2,545	-49%	-$302K	0.08%	111
2025 Q2	$610K	Sell	5,145 -4,001	-44%	-$466K	0.05%	379
2025 Q1	$1.06M	Buy	9,146 +510	+6%	+$57.6K	0.09%	222
2024 Q4	$943K	Buy	8,636 +525	+6%	+$59.4K	0.08%	249
2024 Q3	$929K	Sell	8,111 -356	-4%	-$39.2K	0.07%	270
2024 Q2	$886K	Buy	8,467 +216	+3%	+$22.5K	0.07%	271
2024 Q1	$869K	Sell	8,251 -6	-0.1%	-$616	0.07%	285
2023 Q4	$829K	Buy	+8,257	New	+$801K	0.07%	303

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

Freedom Investment Management's ACWV Position: Q2 2026 in Review

Freedom Investment Management increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 76% in Q2 2026, buying an estimated $298K and bringing the position to 5,692 shares worth $684K. The position accounts for 0.19% of the portfolio, ranked #48.

Freedom Investment Management first reported a position in ACWV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q1 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Freedom Investment Management held 5,692 shares of iShares MSCI Global Min Vol Factor ETF worth $684K as of Q2 2026.
Freedom Investment Management bought 2,464 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $298K.
iShares MSCI Global Min Vol Factor ETF made up 0.19% of Freedom Investment Management's portfolio in Q2 2026, its #48 holding.
Freedom Investment Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Freedom Investment Management's iShares MSCI Global Min Vol Factor ETF position peaked at $1.06M in Q1 2025.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.