FIM
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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
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

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AL
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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