Genesis Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Genesis Wealth Advisors’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	$272K	Hold	2,272	–	–	0.18%	52
2025 Q4	$270K	Sell	2,272 -80	-3%	-$9.56K	0.18%	51
2025 Q3	$282K	Sell	2,352 -30	-1%	-$3.56K	0.2%	47
2025 Q2	$282K	Sell	2,382 -20	-0.8%	-$2.33K	0.21%	46
2025 Q1	$280K	Hold	2,402	–	–	0.23%	46
2024 Q4	$262K	Buy	+2,402	New	+$272K	0.23%	51

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Genesis Wealth Advisors's ACWV Position: Q1 2026 in Review

Genesis Wealth Advisors held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q1 2026 at 2,272 shares worth $272K. The position accounts for 0.18% of the portfolio, ranked #52.

Genesis Wealth Advisors first reported a position in ACWV in Q4 2024 and has held it in 6 quarters since. The position peaked at $282K in Q2 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

Genesis Wealth Advisors held 2,272 shares of iShares MSCI Global Min Vol Factor ETF worth $272K as of Q1 2026.
Genesis Wealth Advisors left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.18% of Genesis Wealth Advisors's portfolio in Q1 2026, its #52 holding.
Genesis Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
Genesis Wealth Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $282K in Q2 2025.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.