Keel Point’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Keel Point’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	$269K	Sell	2,234 -122	-5%	-$14.7K	0.02%	409
2026 Q1	$282K	Buy	+2,356	New	+$285K	0.02%	370
2020 Q2	–	Sell	-4,257	Closed	-$342K	–	188
2020 Q1	$342K	Sell	4,257 -51	-1%	-$4.7K	0.04%	134
2019 Q4	$413K	Sell	4,308 -3,794	-47%	-$361K	0.04%	130
2019 Q3	$768K	Sell	8,102 -905	-10%	-$84.4K	0.09%	94
2019 Q2	$830K	Sell	9,007 -1,490	-14%	-$134K	0.09%	97
2019 Q1	$939K	Sell	10,497 -11,210	-52%	-$963K	0.11%	75
2018 Q4	$1.76M	Sell	21,707 -137,491	-86%	-$11.6M	0.24%	41
2018 Q3	$14M	Sell	159,198 -54,147	-25%	-$4.66M	1.74%	11
2018 Q2	$17.7M	Sell	213,345 -35,767	-14%	-$3M	2.36%	9
2018 Q1	$20.9M	Sell	249,112 -154,311	-38%	-$13M	2.86%	9
2017 Q4	$34M	Buy	403,423 +48,393	+14%	+$4.03M	4.7%	5
2017 Q3	$28.9M	Buy	+355,030	New	+$28.6M	4.4%	7

Other funds holding ACWV

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Keel Point's ACWV Position: Q2 2026 in Review

Keel Point reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 5.2% in Q2 2026, selling an estimated $14.7K and leaving 2,234 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #409.

Keel Point first reported a position in ACWV in Q3 2017 and has held it in 13 quarters since. The position peaked at $34M in Q4 2017. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Keel Point held 2,234 shares of iShares MSCI Global Min Vol Factor ETF worth $269K as of Q2 2026.
Keel Point sold 122 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $14.7K.
iShares MSCI Global Min Vol Factor ETF made up 0.02% of Keel Point's portfolio in Q2 2026, its #409 holding.
Keel Point first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2017 and has held it in 13 quarters since.
Keel Point's iShares MSCI Global Min Vol Factor ETF position peaked at $34M in Q4 2017.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.