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Joel Isaacson & Co’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Joel Isaacson & Co’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
Q1 		$328K Buy
2,743
+250
+10% +$30.3K 0.01% 344
2025
Q4 		$296K Buy
2,493
+250
+11% +$29.9K 0.01% 361
2025
Q3 		$269K Hold
2,243
– – 0.01% 372
2025
Q2 		$266K Hold
2,243
– – 0.01% 355
2025
Q1 		$261K Sell
2,243
-150
-6% -$16.9K 0.01% 339
2024
Q4 		$261K Buy
2,393
+35
+1% +$3.96K 0.01% 319
2024
Q3 		$270K Hold
2,358
– – 0.01% 302
2024
Q2 		$247K Buy
2,358
+21
+0.9% +$2.18K 0.01% 302
2024
Q1 		$246K Hold
2,337
– – 0.01% 294
2023
Q4 		$235K Buy
2,337
+35
+2% +$3.4K 0.01% 278
2023
Q3 		$220K Hold
2,302
– – 0.02% 284
2023
Q2 		$226K Buy
2,302
+21
+0.9% +$2.06K 0.02% 289
2023
Q1 		$221K Hold
2,281
– – 0.02% 294
2022
Q4 		$217K Buy
+2,281
New +$214K 0.02% 290

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Joel Isaacson & Co's ACWV Position: Q1 2026 in Review

Joel Isaacson & Co increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 10% in Q1 2026, buying an estimated $30.3K and bringing the position to 2,743 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #344.

Joel Isaacson & Co first reported a position in ACWV in Q4 2022 and has held it in 14 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

  • Joel Isaacson & Co held 2,743 shares of iShares MSCI Global Min Vol Factor ETF worth $328K as of Q1 2026.
  • Joel Isaacson & Co bought 250 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $30.3K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q1 2026, its #344 holding.
  • Joel Isaacson & Co first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2022 and has held it in 14 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.