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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
Q3 		$259K Sell
2,113
-48
-2% -$5.99K 0.07% 263
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

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dorval Corp
Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Baron Silver Stevens Financial Advisors
Baron Silver Stevens Financial Advisors Boca Raton, Florida $802M AUM 11.45% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Independent Wealth Network's ACWV Position: Q3 2026 in Review

Independent Wealth Network reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 2.2% in Q3 2026, selling an estimated $5.99K and leaving 2,113 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #263.

Independent Wealth Network first reported a position in ACWV in Q2 2022 and has held it in 18 quarters since. The position peaked at $260K in Q2 2026. 220 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

  • Independent Wealth Network held 2,113 shares of iShares MSCI Global Min Vol Factor ETF worth $259K as of Q3 2026.
  • Independent Wealth Network sold 48 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $5.99K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.07% of Independent Wealth Network's portfolio in Q3 2026, its #263 holding.
  • Independent Wealth Network first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2022 and has held it in 18 quarters since.
  • Independent Wealth Network's iShares MSCI Global Min Vol Factor ETF position peaked at $260K in Q2 2026.
  • 220 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.