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High Falls Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

High Falls Advisors’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
Q4 		– Sell
-2,121
Closed -$254K – 145
2025
Q3 		$254K Hold
2,121
– – 0.05% 130
2025
Q2 		$251K Hold
2,121
– – 0.06% 122
2025
Q1 		$247K Sell
2,121
-33
-2% -$3.73K 0.06% 109
2024
Q4 		$235K Buy
2,154
+11
+0.5% +$1.25K 0.05% 103
2024
Q3 		$245K Sell
2,143
-42
-2% -$4.62K 0.06% 104
2024
Q2 		$229K Sell
2,185
-165
-7% -$17.2K 0.06% 114
2024
Q1 		$247K Hold
2,350
– – 0.06% 105
2023
Q4 		$236K Buy
2,350
+14
+0.6% +$1.36K 0.06% 96
2023
Q3 		$223K Hold
2,336
– – 0.07% 93
2023
Q2 		$229K Sell
2,336
-125
-5% -$12.3K 0.07% 98
2023
Q1 		$238K Sell
2,461
-72
-3% -$6.86K 0.07% 87
2022
Q4 		$241K Sell
2,533
-389
-13% -$36.5K 0.08% 97
2022
Q3 		$259K Sell
2,922
-286
-9% -$27.3K 0.08% 89
2022
Q2 		$303K Buy
3,208
+17
+0.5% +$1.68K 0.09% 85
2022
Q1 		$334K Sell
3,191
-3,020
-49% -$312K 0.09% 82
2021
Q4 		$673K Sell
6,211
-828
-12% -$87.5K 0.17% 54
2021
Q3 		$723K Sell
7,039
-518
-7% -$54.5K 0.2% 56
2021
Q2 		$777K Sell
7,557
-37,771
-83% -$3.86M 0.21% 53
2021
Q1 		$4.47M Sell
45,328
-45,968
-50% -$4.46M 1.28% 26
2020
Q4 		$8.85M Sell
91,296
-25,112
-22% -$2.37M 2.57% 19
2020
Q3 		$11K Buy
116,408
+9,397
+9% +$859K 3.82% 7
2020
Q2 		$9.37M Sell
107,011
-35,000
-25% -$3.03M 3.49% 8
2020
Q1 		$11.4M Sell
142,011
-4,939
-3% -$455K 4.55% 10
2019
Q4 		$14.1M Buy
146,950
+8,584
+6% +$817K 3.96% 10
2019
Q3 		$13.1M Buy
138,366
+3,123
+2% +$291K 4.06% 10
2019
Q2 		$12.5M Buy
135,243
+469
+0.3% +$42.3K 4.04% 12
2019
Q1 		$12.1M Sell
134,774
-6,566
-5% -$564K 4.13% 12
2018
Q4 		$11.5M Sell
141,340
-1,650
-1% -$139K 4.44% 10
2018
Q3 		$12.6M Buy
142,990
+1,399
+1% +$120K 4.24% 12
2018
Q2 		$11.8M Buy
141,591
+6,766
+5% +$567K 4.04% 11
2018
Q1 		$11.3M Buy
134,825
+931
+0.7% +$78.7K 4.05% 13
2017
Q4 		$11.3M Buy
133,894
+4,444
+3% +$370K 4% 12
2017
Q3 		$10.5M Buy
129,450
+1,244
+1% +$100K 3.95% 13
2017
Q2 		$10.1M Buy
128,206
+718
+0.6% +$56.7K 3.97% 13
2017
Q1 		$9.83M Sell
127,488
-5,333
-4% -$402K 4.26% 11
2016
Q4 		$9.64M Sell
132,821
-145,970
-52% -$10.7M 4.43% 11
2016
Q3 		$21.2M Buy
+278,791
New +$21.4M 7.9% 2
2016
Q2 		– Sell
-186,403
Closed -$13.7M – 148
2016
Q1 		$13.7M Buy
+186,403
New +$12.9M 4.74% 10

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

High Falls Advisors's ACWV Position: Q4 2025 in Review

High Falls Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2025, closing a stake of 2,121 shares — an estimated $254K sold.

High Falls Advisors first reported a position in ACWV in Q1 2016 and held it in 38 quarters. The position peaked at $21.2M in Q3 2016. 330 funds tracked by Wall St. Rank hold ACWV as of Q4 2025.

  • High Falls Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • High Falls Advisors sold 2,121 iShares MSCI Global Min Vol Factor ETF shares in Q4 2025, an estimated $254K.
  • High Falls Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2016 and held it in 38 quarters.
  • High Falls Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $21.2M in Q3 2016.
  • 330 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.