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

GeoWealth 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
2025
Q3 		– Sell
-269
Closed -$31.9K – 769
2025
Q2 		$31.9K Buy
+269
New +$31.3K ﹤0.01% 1010
2024
Q4 		– Sell
-411
Closed -$47.1K – 1794
2024
Q3 		$47.1K Buy
+411
New +$45.2K ﹤0.01% 1084
2023
Q2 		– Sell
-11,931
Closed -$1.15M – 438
2023
Q1 		$1.15M Buy
+11,931
New +$1.14M 0.14% 88

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GeoWealth Management's ACWV Position: Q3 2025 in Review

GeoWealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2025, closing a stake of 269 shares — an estimated $31.9K sold.

GeoWealth Management first reported a position in ACWV in Q1 2023 and held it in 3 quarters. The position peaked at $1.15M in Q1 2023. 306 funds tracked by Wall St. Rank hold ACWV as of Q3 2025.

  • GeoWealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 269 iShares MSCI Global Min Vol Factor ETF shares in Q3 2025, an estimated $31.9K.
  • GeoWealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2023 and held it in 3 quarters.
  • GeoWealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $1.15M in Q1 2023.
  • 306 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.