JWBC
ACWV icon

John W. Brooker & Co’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

John W. Brooker & 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
2025
Q2 		– Sell
-25,360
Closed -$2.95M – 37
2025
Q1 		$2.95M Sell
25,360
-587
-2% -$66.3K 1.22% 24
2024
Q4 		$2.83M Sell
25,947
-5
-0% -$566 1.22% 23
2024
Q3 		$2.97M Sell
25,952
-743
-3% -$81.7K 1.36% 22
2024
Q2 		$2.79M Sell
26,695
-1,013
-4% -$105K 1.4% 22
2024
Q1 		$2.92M Sell
27,708
-1,055
-4% -$108K 1.57% 16
2023
Q4 		$2.89M Sell
28,763
-256
-0.9% -$24.8K 1.66% 16
2023
Q3 		$2.77M Sell
29,019
-142
-0.5% -$13.9K 1.75% 15
2023
Q2 		$2.86M Buy
29,161
+52
+0.2% +$5.11K 1.85% 16
2023
Q1 		$2.89M Sell
29,109
-160
-0.5% -$15.3K 1.91% 15
2022
Q4 		$2.78M Sell
29,269
-35
-0.1% -$3.28K 1.82% 16
2022
Q3 		$2.6M Sell
29,304
-110
-0.4% -$10.5K 1.67% 17
2022
Q2 		$2.78M Sell
29,414
-225
-0.8% -$22.3K 1.7% 17
2022
Q1 		$3.11M Sell
29,639
-2,473
-8% -$255K 1.68% 17
2021
Q4 		$3.48M Sell
32,112
-15,138
-32% -$1.6M 1.79% 17
2021
Q3 		$4.85M Sell
47,250
-7,979
-14% -$840K 2.73% 13
2021
Q2 		$5.68M Sell
55,229
-15,679
-22% -$1.6M 3.31% 9
2021
Q1 		$7M Sell
70,908
-13,101
-16% -$1.27M 4.35% 7
2020
Q4 		$8.14M Sell
84,009
-9,791
-10% -$926K 5.32% 6
2020
Q3 		$8.62M Sell
93,800
-6,009
-6% -$549K 6% 5
2020
Q2 		$8.74M Buy
99,809
+58,796
+143% +$5.09M 6.22% 5
2020
Q1 		$3.29M Buy
41,013
+2,901
+8% +$267K 2.37% 10
2019
Q4 		$3.65M Buy
+38,112
New +$3.63M 2.33% 10

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $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
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

John W. Brooker & Co's ACWV Position: Q2 2025 in Review

John W. Brooker & Co sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2025, closing a stake of 25,360 shares — an estimated $2.95M sold.

John W. Brooker & Co first reported a position in ACWV in Q4 2019 and held it in 22 quarters. The position peaked at $8.74M in Q2 2020. 320 funds tracked by Wall St. Rank hold ACWV as of Q2 2025.

  • John W. Brooker & Co reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • John W. Brooker & Co sold 25,360 iShares MSCI Global Min Vol Factor ETF shares in Q2 2025, an estimated $2.95M.
  • John W. Brooker & Co first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and held it in 22 quarters.
  • John W. Brooker & Co's iShares MSCI Global Min Vol Factor ETF position peaked at $8.74M in Q2 2020.
  • 320 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2025.

Based on John W. Brooker & Co's 13F filing for Q2 2025, filed 16 Jul 2025.