JMG Financial Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

JMG Financial Group’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	$209K	Hold	1,738	–	–	0.01%	136
2026 Q1	$208K	Hold	1,738	–	–	0.01%	126
2025 Q4	$206K	Hold	1,738	–	–	0.01%	124
2025 Q3	$208K	Sell	1,738 -166	-9%	-$19.7K	0.01%	122
2025 Q2	$226K	Buy	+1,904	New	+$222K	0.01%	118
2021 Q1	–	Sell	-2,519	Closed	-$244K	–	83
2020 Q4	$244K	Hold	2,519	–	–	0.02%	70
2020 Q3	$232K	Hold	2,519	–	–	0.02%	66
2020 Q2	$221K	Hold	2,519	–	–	0.02%	69
2020 Q1	$202K	Sell	2,519 -2,375	-49%	-$219K	0.02%	68
2019 Q4	$469K	Buy	4,894 +75	+2%	+$7.14K	0.05%	57
2019 Q3	$457K	Hold	4,819	–	–	0.05%	57
2019 Q2	$444K	Sell	4,819 -1,230	-20%	-$111K	0.05%	56
2019 Q1	$541K	Hold	6,049	–	–	0.06%	54
2018 Q4	$492K	Buy	6,049 +1,230	+26%	+$104K	0.06%	54
2018 Q3	$423K	Hold	4,819	–	–	0.04%	52
2018 Q2	$400K	Hold	4,819	–	–	0.04%	54
2018 Q1	$404K	Sell	4,819 -9,281	-66%	-$784K	0.05%	53
2017 Q4	$1.19M	Hold	14,100	–	–	0.14%	40
2017 Q3	$1.15M	Buy	14,100 +5,650	+67%	+$455K	0.15%	38
2017 Q2	$668K	Hold	8,450	–	–	0.08%	47
2017 Q1	$652K	Buy	8,450 +4,750	+128%	+$358K	0.09%	46
2016 Q4	$269K	Buy	3,700 +200	+6%	+$14.7K	0.04%	51
2016 Q3	$267K	Buy	+3,500	New	+$269K	0.04%	51

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JMG Financial Group's ACWV Position: Q2 2026 in Review

JMG Financial Group held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 1,738 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #136.

JMG Financial Group first reported a position in ACWV in Q3 2016 and has held it in 23 quarters since. The position peaked at $1.19M in Q4 2017. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

JMG Financial Group held 1,738 shares of iShares MSCI Global Min Vol Factor ETF worth $209K as of Q2 2026.
JMG Financial Group left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.01% of JMG Financial Group's portfolio in Q2 2026, its #136 holding.
JMG Financial Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2016 and has held it in 23 quarters since.
JMG Financial Group's iShares MSCI Global Min Vol Factor ETF position peaked at $1.19M in Q4 2017.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.