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

HB Wealth 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
2026 Q2	$14.7M	Sell	122,463 -269	-0.2%	-$32.5K	0.08%	132
2026 Q1	$14.7M	Sell	122,732 -3,676	-3%	-$445K	0.09%	111
2025 Q4	$15M	Sell	126,408 -3,107	-2%	-$371K	0.1%	111
2025 Q3	$15.5M	Sell	129,515 -11,284	-8%	-$1.34M	0.11%	102
2025 Q2	$16.7M	Sell	140,799 -38,236	-21%	-$4.45M	0.13%	87
2025 Q1	$20.8M	Buy	+179,035	New	+$20.2M	0.17%	76

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

HB Wealth Management's ACWV Position: Q2 2026 in Review

HB Wealth Management reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.22% in Q2 2026, selling an estimated $32.5K and leaving 122,463 shares worth $14.7M. The position accounts for 0.08% of the portfolio, ranked #132.

HB Wealth Management first reported a position in ACWV in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.8M in Q1 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

HB Wealth Management held 122,463 shares of iShares MSCI Global Min Vol Factor ETF worth $14.7M as of Q2 2026.
HB Wealth Management sold 269 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $32.5K.
iShares MSCI Global Min Vol Factor ETF made up 0.08% of HB Wealth Management's portfolio in Q2 2026, its #132 holding.
HB Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
HB Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $20.8M in Q1 2025.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.