Graves Light Lenhart Wealth’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Graves Light Lenhart Wealth’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 Q3	$263K	Hold	2,145	–	–	0.02%	164
2026 Q2	$258K	Hold	2,145	–	–	0.02%	176
2026 Q1	$256K	Hold	2,145	–	–	0.03%	167
2025 Q4	$255K	Hold	2,145	–	–	0.03%	166
2025 Q3	$257K	Hold	2,145	–	–	0.03%	162
2025 Q2	$254K	Hold	2,145	–	–	0.03%	161
2025 Q1	$250K	Hold	2,145	–	–	0.03%	159
2024 Q4	$234K	Hold	2,145	–	–	0.03%	163
2024 Q3	$246K	Sell	2,145 -15,097	-88%	-$1.66M	0.03%	160
2024 Q2	$1.8M	Sell	17,242 -20	-0.1%	-$2.08K	0.21%	66
2024 Q1	$1.82M	Sell	17,262 -14,283	-45%	-$1.47M	0.21%	65
2023 Q4	$3.17M	Hold	31,545	–	–	0.39%	53
2023 Q3	$3M	Sell	31,545 -84	-0.3%	-$8.22K	0.41%	51
2023 Q2	$3.1M	Hold	31,629	–	–	0.42%	54
2023 Q1	$3.06M	Sell	31,629 -116	-0.4%	-$11.1K	0.47%	47
2022 Q4	$3.02M	Sell	31,745 -200	-0.6%	-$18.8K	0.46%	49
2022 Q3	$2.83M	Sell	31,945 -273	-0.8%	-$26.1K	0.47%	49
2022 Q2	$3.04M	Hold	32,218	–	–	0.46%	50
2022 Q1	$3.38M	Hold	32,218	–	–	0.47%	51
2021 Q4	$3.49M	Sell	32,218 -210	-0.6%	-$22.2K	0.5%	52
2021 Q3	$3.33M	Hold	32,428	–	–	0.53%	51
2021 Q2	$3.34M	Hold	32,428	–	–	0.54%	49
2021 Q1	$3.2M	Sell	32,428 -900	-3%	-$87.3K	0.55%	48
2020 Q4	$3.23M	Hold	33,328	–	–	0.6%	45
2020 Q3	$3.06M	Hold	33,328	–	–	0.68%	41
2020 Q2	$2.92M	Hold	33,328	–	–	0.68%	42
2020 Q1	$2.68M	Hold	33,328	–	–	0.72%	43
2019 Q4	$3.19M	Sell	33,328 -20	-0.1%	-$1.9K	0.67%	45
2019 Q3	$3.19M	Hold	33,348	–	–	0.7%	41
2019 Q2	$3.07M	Hold	33,348	–	–	0.74%	40
2019 Q1	$2.98M	Hold	33,348	–	–	0.76%	40
2018 Q4	$2.71M	Buy	+33,348	New	+$2.82M	0.8%	37

Other funds holding ACWV

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Graves Light Lenhart Wealth's ACWV Position: Q3 2026 in Review

Graves Light Lenhart Wealth held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2026 at 2,145 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #164.

Graves Light Lenhart Wealth first reported a position in ACWV in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.49M in Q4 2021. 16 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

Graves Light Lenhart Wealth held 2,145 shares of iShares MSCI Global Min Vol Factor ETF worth $263K as of Q3 2026.
Graves Light Lenhart Wealth left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #164 holding.
Graves Light Lenhart Wealth first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2018 and has held it in 32 quarters since.
Graves Light Lenhart Wealth's iShares MSCI Global Min Vol Factor ETF position peaked at $3.49M in Q4 2021.
16 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.