JWCA
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J.W. Cole Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

J.W. Cole Advisors’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 		$1M Buy
+8,318
New +$1.01M 0.02% 751
2026
Q1 		– Sell
-10,783
Closed -$481K – 787
2025
Q4 		$481K Sell
10,783
-295
-3% -$35.3K 0.01% 918
2025
Q3 		$1.33M Sell
11,078
-132
-1% -$15.7K 0.03% 617
2025
Q2 		$1.33M Buy
11,210
+6,735
+151% +$784K 0.03% 565
2025
Q1 		$521K Sell
4,475
-3,186
-42% -$360K 0.02% 754
2024
Q4 		$836K Buy
7,661
+1,361
+22% +$154K 0.03% 465
2024
Q3 		$722K Sell
6,300
-201
-3% -$22.1K 0.03% 476
2024
Q2 		$680K Sell
6,501
-208
-3% -$21.6K 0.03% 436
2024
Q1 		$706K Buy
6,709
+552
+9% +$56.7K 0.04% 431
2023
Q4 		$618K Sell
6,157
-607
-9% -$58.9K 0.04% 427
2023
Q3 		$645K Buy
6,764
+215
+3% +$21K 0.05% 351
2023
Q2 		$642K Buy
6,549
+34
+0.5% +$3.34K 0.05% 363
2023
Q1 		$630K Buy
6,515
+461
+8% +$43.9K 0.04% 392
2022
Q4 		$575K Sell
6,054
-10
-0.2% -$938 0.04% 388
2022
Q3 		$537K Buy
6,064
+288
+5% +$27.5K 0.04% 382
2022
Q2 		$546K Sell
5,776
-198
-3% -$19.6K 0.04% 386
2022
Q1 		$626K Sell
5,974
-272
-4% -$28.1K 0.04% 390
2021
Q4 		$676K Buy
+6,246
New +$660K 0.04% 379
2021
Q3 		– Sell
-6,415
Closed -$660K – 480
2021
Q2 		$660K Sell
6,415
-399
-6% -$40.8K 0.05% 354
2021
Q1 		$672K Sell
6,814
-474
-7% -$46K 0.06% 318
2020
Q4 		$706K Sell
7,288
-918
-11% -$86.8K 0.07% 278
2020
Q3 		$754K Buy
+8,206
New +$750K 0.06% 320
2020
Q1 		– Sell
-9,960
Closed -$954K – 106
2019
Q4 		$954K Buy
+9,960
New +$948K 0.12% 192

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
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
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
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
PWM
Parkway Wealth Management Plano, Texas $866M AUM
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

J.W. Cole Advisors's ACWV Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026: 8,318 shares worth $1M. The stake represents 0.02% of the portfolio and ranks #751 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in ACWV as recently as Q4 2025.

J.W. Cole Advisors first reported a position in ACWV in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.33M in Q2 2025. 107 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • J.W. Cole Advisors held 8,318 shares of iShares MSCI Global Min Vol Factor ETF worth $1M as of Q2 2026.
  • iShares MSCI Global Min Vol Factor ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares MSCI Global Min Vol Factor ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #751 holding.
  • J.W. Cole Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and has held it in 23 quarters since.
  • J.W. Cole Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $1.33M in Q2 2025.
  • 107 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.