IWN
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Independent Wealth Network’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Independent Wealth Network’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 		$260K Buy
2,161
+150
+7% +$18.1K 0.07% 269
2026
Q1 		$240K Buy
2,011
+161
+9% +$19.5K 0.07% 249
2025
Q4 		$220K Sell
1,850
-61
-3% -$7.29K 0.07% 252
2025
Q3 		$229K Buy
1,911
+19
+1% +$2.26K 0.07% 242
2025
Q2 		$224K Sell
1,892
-78
-4% -$9.08K 0.08% 234
2025
Q1 		$229K Buy
1,970
+2
+0.1% +$226 0.09% 212
2024
Q4 		$215K Sell
1,968
-76
-4% -$8.6K 0.09% 215
2024
Q3 		$234K Sell
2,044
-20
-1% -$2.2K 0.1% 195
2024
Q2 		$216K Sell
2,064
-54
-3% -$5.61K 0.1% 196
2024
Q1 		$223K Sell
2,118
-207
-9% -$21.2K 0.1% 192
2023
Q4 		$233K Sell
2,325
-29
-1% -$2.81K 0.12% 179
2023
Q3 		$225K Sell
2,354
-52
-2% -$5.09K 0.14% 172
2023
Q2 		$236K Buy
2,406
+4
+0.2% +$393 0.14% 171
2023
Q1 		$232K Buy
2,402
+25
+1% +$2.38K 0.15% 160
2022
Q4 		$226K Sell
2,377
-107
-4% -$10K 0.15% 159
2022
Q3 		$220K Buy
2,484
+60
+2% +$5.74K 0.17% 150
2022
Q2 		$229K Buy
+2,424
New +$240K 0.16% 155

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Independent Wealth Network's ACWV Position: Q2 2026 in Review

Independent Wealth Network increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 7.5% in Q2 2026, buying an estimated $18.1K and bringing the position to 2,161 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #269.

Independent Wealth Network first reported a position in ACWV in Q2 2022 and has held it in 17 quarters since. 69 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Independent Wealth Network held 2,161 shares of iShares MSCI Global Min Vol Factor ETF worth $260K as of Q2 2026.
  • Independent Wealth Network bought 150 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $18.1K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.07% of Independent Wealth Network's portfolio in Q2 2026, its #269 holding.
  • Independent Wealth Network first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • 69 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.