Jones Financial Companies
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Jones Financial Companies’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Jones Financial Companies’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 		$8.82M Buy
74,698
+1,875
+3% +$227K ﹤0.01% 971
2026
Q1 		$8.54M Buy
72,823
+35,057
+93% +$4.25M ﹤0.01% 873
2025
Q4 		$4.48M Buy
37,766
+7,994
+27% +$956K ﹤0.01% 670
2025
Q3 		$3.55M Buy
29,772
+4,614
+18% +$548K ﹤0.01% 675
2025
Q2 		$2.96M Buy
25,158
+3,715
+17% +$433K ﹤0.01% 657
2025
Q1 		$2.48M Buy
21,443
+3,135
+17% +$354K ﹤0.01% 601
2024
Q4 		$2M Buy
18,308
+8,333
+84% +$943K ﹤0.01% 559
2024
Q3 		$1.14M Buy
9,975
+7,090
+246% +$780K ﹤0.01% 574
2024
Q2 		$302K Buy
2,885
+981
+52% +$102K ﹤0.01% 696
2024
Q1 		$200K Buy
+1,904
New +$195K ﹤0.01% 460

Other funds holding ACWV

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

Jones Financial Companies's ACWV Position: Q2 2026 in Review

Jones Financial Companies increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 2.6% in Q2 2026, buying an estimated $227K and bringing the position to 74,698 shares worth $8.82M. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Jones Financial Companies first reported a position in ACWV in Q1 2024 and has held it in 10 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Jones Financial Companies held 74,698 shares of iShares MSCI Global Min Vol Factor ETF worth $8.82M as of Q2 2026.
  • Jones Financial Companies bought 1,875 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $227K.
  • iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #971 holding.
  • Jones Financial Companies first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.