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

HighMark 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	$6.56K	Buy	55 +1	+2%	+$121	﹤0.01%	364
2026 Q1	$6.47K	Sell	54 -6	-10%	-$727	﹤0.01%	347
2025 Q4	$7.15K	Hold	60	–	–	﹤0.01%	361
2025 Q3	$7.15K	Hold	60	–	–	﹤0.01%	351
2025 Q2	$7.07K	Buy	+60	New	+$6.99K	﹤0.01%	356

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

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

HighMark Wealth Management increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 1.9% in Q2 2026, buying an estimated $121 and bringing the position to 55 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

HighMark Wealth Management first reported a position in ACWV in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.15K in Q4 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

HighMark Wealth Management held 55 shares of iShares MSCI Global Min Vol Factor ETF worth $6.56K as of Q2 2026.
HighMark Wealth Management bought 1 iShares MSCI Global Min Vol Factor ETF share in Q2 2026, an estimated $121.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #364 holding.
HighMark Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
HighMark Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $7.15K in Q4 2025.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.