IAA
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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
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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 $5.7T 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 $75.5B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return