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 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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Jones Financial Companies's ACWV Position: Q1 2026 in Review

Jones Financial Companies increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 93% in Q1 2026, buying an estimated $4.25M and bringing the position to 72,823 shares worth $8.54M. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Jones Financial Companies first reported a position in ACWV in Q1 2024 and has held it in 9 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

Jones Financial Companies held 72,823 shares of iShares MSCI Global Min Vol Factor ETF worth $8.54M as of Q1 2026.
Jones Financial Companies bought 35,057 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $4.25M.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #873 holding.
Jones Financial Companies first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2024 and has held it in 9 quarters since.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.