JFS Wealth Advisors
ACWV icon

JFS Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

JFS Wealth 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
Q3 		$491 Hold
4
– – ﹤0.01% 1906
2026
Q2 		$481 Hold
4
– – ﹤0.01% 1959
2026
Q1 		$479 Hold
4
– – ﹤0.01% 1774
2025
Q4 		$475 Buy
+4
New +$478 ﹤0.01% 1811

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

JFS Wealth Advisors's ACWV Position: Q3 2026 in Review

JFS Wealth Advisors held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2026 at 4 shares worth $491. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

JFS Wealth Advisors first reported a position in ACWV in Q4 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

  • JFS Wealth Advisors held 4 shares of iShares MSCI Global Min Vol Factor ETF worth $491 as of Q3 2026.
  • JFS Wealth Advisors left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1906 holding.
  • JFS Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • 228 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.