Independent Advisor Alliance’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Independent Advisor Alliance’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	$263K	Sell	2,188 -10,792	-83%	-$1.3M	0.01%	870
2026 Q1	$1.55M	Buy	12,980 +10,797	+495%	+$1.31M	0.02%	638
2025 Q4	$259K	Sell	2,183 -65	-3%	-$7.77K	0.01%	841
2025 Q3	$270K	Buy	2,248 +188	+9%	+$22.3K	0.01%	799
2025 Q2	$244K	Sell	2,060 -6	-0.3%	-$699	0.01%	778
2025 Q1	$240K	Sell	2,066 -13,596	-87%	-$1.54M	0.01%	722
2024 Q4	$1.71M	Buy	15,662 +13,781	+733%	+$1.56M	0.02%	554
2024 Q3	$215K	Buy	+1,881	New	+$207K	0.01%	647
2020 Q1	–	Sell	-21,630	Closed	-$2.07M	–	428
2019 Q4	$2.07M	Buy	21,630 +19,262	+813%	+$1.83M	0.09%	232
2019 Q3	$226K	Buy	+2,368	New	+$221K	0.03%	395

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

Independent Advisor Alliance's ACWV Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 83% in Q2 2026, selling an estimated $1.3M and leaving 2,188 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #870.

Independent Advisor Alliance first reported a position in ACWV in Q3 2019 and has held it in 10 quarters since. The position peaked at $2.07M in Q4 2019. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Independent Advisor Alliance held 2,188 shares of iShares MSCI Global Min Vol Factor ETF worth $263K as of Q2 2026.
Independent Advisor Alliance sold 10,792 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $1.3M.
iShares MSCI Global Min Vol Factor ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #870 holding.
Independent Advisor Alliance first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2019 and has held it in 10 quarters since.
Independent Advisor Alliance's iShares MSCI Global Min Vol Factor ETF position peaked at $2.07M in Q4 2019.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.