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Integrated Wealth Concepts’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Integrated Wealth Concepts’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 		$993K Buy
8,256
+612
+8% +$74K 0.01% 1209
2026
Q1 		$914K Buy
7,644
+1,263
+20% +$153K 0.01% 1169
2025
Q4 		$758K Sell
6,381
-611
-9% -$73K 0.01% 899
2025
Q3 		$838K Sell
6,992
-22
-0.3% -$2.61K 0.01% 1081
2025
Q2 		$832K Buy
7,014
+279
+4% +$32.5K 0.01% 1022
2025
Q1 		$784K Buy
6,735
+27
+0.4% +$3.05K 0.01% 937
2024
Q4 		$733K Buy
6,708
+372
+6% +$42.1K 0.01% 960
2024
Q3 		$726K Sell
6,336
-149
-2% -$16.4K 0.01% 932
2024
Q2 		$679K Buy
+6,485
New +$674K 0.01% 923
2023
Q2 		– Sell
-3,852
Closed -$373K – 1562
2023
Q1 		$373K Buy
3,852
+75
+2% +$7.15K 0.01% 963
2022
Q4 		$359K Buy
+3,777
New +$354K 0.01% 758
2020
Q4 		– Sell
-3,342
Closed -$307K – 623
2020
Q3 		$307K Sell
3,342
-17
-0.5% -$1.55K 0.02% 448
2020
Q2 		$294K Buy
3,359
+492
+17% +$42.6K 0.02% 405
2020
Q1 		$230K Buy
2,867
+447
+18% +$41.2K 0.02% 364
2019
Q4 		$232K Buy
2,420
+290
+14% +$27.6K 0.02% 426
2019
Q3 		$202K Sell
2,130
-1,658
-44% -$155K 0.02% 408
2019
Q2 		$384K Sell
3,788
-1,022
-21% -$92.2K 0.05% 222
2019
Q1 		$430K Sell
4,810
-8,580
-64% -$737K 0.07% 187
2018
Q4 		$1.09M Sell
13,390
-3,703
-22% -$313K 0.3% 80
2018
Q3 		$1.5M Sell
17,093
-2,256
-12% -$194K 0.45% 53
2018
Q2 		$1.6M Sell
19,349
-1,966
-9% -$165K 0.55% 39
2018
Q1 		$1.76M Buy
21,315
+888
+4% +$75.1K 0.71% 31
2017
Q4 		$1.75M Buy
+20,427
New +$1.7M 0.75% 28

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Integrated Wealth Concepts's ACWV Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 8% in Q2 2026, buying an estimated $74K and bringing the position to 8,256 shares worth $993K. The position accounts for 0.01% of the portfolio, ranked #1209.

Integrated Wealth Concepts first reported a position in ACWV in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.76M in Q1 2018. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Integrated Wealth Concepts held 8,256 shares of iShares MSCI Global Min Vol Factor ETF worth $993K as of Q2 2026.
  • Integrated Wealth Concepts bought 612 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $74K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1209 holding.
  • Integrated Wealth Concepts first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and has held it in 23 quarters since.
  • Integrated Wealth Concepts's iShares MSCI Global Min Vol Factor ETF position peaked at $1.76M in Q1 2018.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.