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 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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Graves Light Lenhart Wealth's ACWV Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 2,145 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #176.

Graves Light Lenhart Wealth first reported a position in ACWV in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.49M in Q4 2021. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Graves Light Lenhart Wealth held 2,145 shares of iShares MSCI Global Min Vol Factor ETF worth $258K as of Q2 2026.
Graves Light Lenhart Wealth left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #176 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 31 quarters since.
Graves Light Lenhart Wealth's iShares MSCI Global Min Vol Factor ETF position peaked at $3.49M in Q4 2021.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.