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John A. Wolfe & Associates’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

John A. Wolfe & Associates’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 		$1.49M Sell
12,427
-1,682
-12% -$203K 2.06% 11
2026
Q1 		$1.69M Sell
14,109
-41,471
-75% -$5.02M 2.59% 9
2025
Q4 		$1.92M Buy
+55,580
New +$6.64M 1.04% 11

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

John A. Wolfe & Associates's ACWV Position: Q2 2026 in Review

John A. Wolfe & Associates reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 12% in Q2 2026, selling an estimated $203K and leaving 12,427 shares worth $1.49M. The position accounts for 2.06% of the portfolio, ranked #11.

John A. Wolfe & Associates first reported a position in ACWV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.92M in Q4 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • John A. Wolfe & Associates held 12,427 shares of iShares MSCI Global Min Vol Factor ETF worth $1.49M as of Q2 2026.
  • John A. Wolfe & Associates sold 1,682 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $203K.
  • iShares MSCI Global Min Vol Factor ETF made up 2.06% of John A. Wolfe & Associates's portfolio in Q2 2026, its #11 holding.
  • John A. Wolfe & Associates first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • John A. Wolfe & Associates's iShares MSCI Global Min Vol Factor ETF position peaked at $1.92M in Q4 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.