Howe & Rusling’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Howe & Rusling’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	–	Sell	-512	Closed	-$61.2K	–	481
2026 Q1	$61.2K	Buy	+512	New	+$62K	﹤0.01%	357
2025 Q2	–	Sell	-833	Closed	-$96.9K	–	469
2025 Q1	$96.9K	Buy	+833	New	+$94.1K	0.01%	304

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

Howe & Rusling's ACWV Position: Q2 2026 in Review

Howe & Rusling sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026, closing a stake of 512 shares — an estimated $61.2K sold.

Howe & Rusling first reported a position in ACWV in Q1 2025 and held it in 2 quarters. The position peaked at $96.9K in Q1 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Howe & Rusling reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Howe & Rusling sold 512 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $61.2K.
Howe & Rusling first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2025 and held it in 2 quarters.
Howe & Rusling's iShares MSCI Global Min Vol Factor ETF position peaked at $96.9K in Q1 2025.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.