IF
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IRON Financial’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

IRON Financial’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 		$5.79M Sell
48,127
-320
-0.7% -$38.7K 2.39% 11
2026
Q1 		$5.79M Sell
48,447
-3,762
-7% -$456K 2.53% 10
2025
Q4 		$6.2M Sell
52,209
-482
-0.9% -$57.6K 2.85% 9
2025
Q3 		$6.32M Sell
52,691
-493
-0.9% -$58.5K 3.03% 9
2025
Q2 		$6.31M Sell
53,184
-3,050
-5% -$355K 3.27% 9
2025
Q1 		$6.54M Sell
56,234
-9,955
-15% -$1.12M 3.67% 8
2024
Q4 		$7.23M Sell
66,189
-211
-0.3% -$23.9K 4.06% 8
2024
Q3 		$7.6M Sell
66,400
-810
-1% -$89.1K 4.14% 8
2024
Q2 		$7.03M Sell
67,210
-1,028
-2% -$107K 3.94% 9
2024
Q1 		$7.18M Sell
68,238
-1,518
-2% -$156K 4% 8
2023
Q4 		$7M Sell
69,756
-3,303
-5% -$320K 3.97% 8
2023
Q3 		$6.97M Sell
73,059
-9,368
-11% -$916K 4.05% 8
2023
Q2 		$8.08M Buy
82,427
+258
+0.3% +$25.3K 4.34% 8
2023
Q1 		$7.95M Sell
82,169
-3,396
-4% -$324K 4.36% 7
2022
Q4 		$8.13M Sell
85,565
-1,626
-2% -$153K 4.67% 7
2022
Q3 		$7.72M Sell
87,191
-675
-0.8% -$64.5K 4.24% 7
2022
Q2 		$8.3M Sell
87,866
-2,189
-2% -$217K 4.35% 6
2022
Q1 		$9.44M Sell
90,055
-1,918
-2% -$198K 4.35% 7
2021
Q4 		$9.96M Buy
91,973
+2,625
+3% +$278K 4.44% 6
2021
Q3 		$9.18M Sell
89,348
-4,195
-4% -$442K 4.4% 7
2021
Q2 		$9.62M Sell
93,543
-3,642
-4% -$372K 4.5% 6
2021
Q1 		$9.59M Sell
97,185
-69,470
-42% -$6.74M 5.06% 5
2020
Q4 		$16.2M Buy
166,655
+960
+0.6% +$90.7K 8.13% 2
2020
Q3 		$15.2M Sell
165,695
-1,296
-0.8% -$118K 8.41% 2
2020
Q2 		$14.6M Buy
166,991
+26,484
+19% +$2.29M 7.54% 3
2020
Q1 		$11.3M Buy
140,507
+27,150
+24% +$2.5M 7.07% 3
2019
Q4 		$10.9M Buy
113,357
+20,485
+22% +$1.95M 5.18% 5
2019
Q3 		$8.8M Buy
92,872
+44,005
+90% +$4.1M 6.55% 4
2019
Q2 		$0 Buy
+48,867
New +$4.41M ﹤0.01% 89

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IRON Financial's ACWV Position: Q2 2026 in Review

IRON Financial reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.66% in Q2 2026, selling an estimated $38.7K and leaving 48,127 shares worth $5.79M. The position accounts for 2.39% of the portfolio, ranked #11.

IRON Financial first reported a position in ACWV in Q2 2019 and has held it in 29 quarters since. The position peaked at $16.2M in Q4 2020. 130 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • IRON Financial held 48,127 shares of iShares MSCI Global Min Vol Factor ETF worth $5.79M as of Q2 2026.
  • IRON Financial sold 320 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $38.7K.
  • iShares MSCI Global Min Vol Factor ETF made up 2.39% of IRON Financial's portfolio in Q2 2026, its #11 holding.
  • IRON Financial first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2019 and has held it in 29 quarters since.
  • IRON Financial's iShares MSCI Global Min Vol Factor ETF position peaked at $16.2M in Q4 2020.
  • 130 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.