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Global Wealth Strategies & Associates’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Global Wealth Strategies & Associates’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
Q2 		– Sell
-35
Closed -$4.07K – 379
2025
Q1 		$4.07K Buy
+35
New +$3.96K ﹤0.01% 336

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Wealth Strategies & Associates's ACWV Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2025, closing a stake of 35 shares — an estimated $4.07K sold.

Global Wealth Strategies & Associates first reported a position in ACWV in Q1 2025 and held it in 1 quarter. The position peaked at $4.07K in Q1 2025. 320 funds tracked by Wall St. Rank hold ACWV as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 35 iShares MSCI Global Min Vol Factor ETF shares in Q2 2025, an estimated $4.07K.
  • Global Wealth Strategies & Associates first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's iShares MSCI Global Min Vol Factor ETF position peaked at $4.07K in Q1 2025.
  • 320 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.