Holos Integrated Wealth’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Holos Integrated 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	$109K	Hold	854	–	–	0.05%	119
2026 Q2	$105K	Hold	854	–	–	0.05%	116
2026 Q1	$102K	Sell	854 -215	-20%	-$26K	0.05%	122
2025 Q4	$127K	Sell	1,069 -1	-0.1%	-$120	0.07%	81
2025 Q3	$127K	Sell	1,070 -2	-0.2%	-$238	0.07%	76
2025 Q2	$127K	Hold	1,072	–	–	0.08%	75
2025 Q1	$125K	Sell	1,072 -8	-0.7%	-$904	0.08%	77
2024 Q4	$118K	Buy	+1,080	New	+$122K	0.08%	71

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

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

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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Holos Integrated Wealth's ACWV Position: Q3 2026 in Review

Holos Integrated Wealth held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2026 at 854 shares worth $109K. The position accounts for 0.05% of the portfolio, ranked #119.

Holos Integrated Wealth first reported a position in ACWV in Q4 2024 and has held it in 8 quarters since. The position peaked at $127K in Q3 2025. 84 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

Holos Integrated Wealth held 854 shares of iShares MSCI Global Min Vol Factor ETF worth $109K as of Q3 2026.
Holos Integrated 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 0.05% of Holos Integrated Wealth's portfolio in Q3 2026, its #119 holding.
Holos Integrated Wealth first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's iShares MSCI Global Min Vol Factor ETF position peaked at $127K in Q3 2025.
84 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.