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Keystone Financial Group (Kentucky)’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Keystone Financial Group (Kentucky)’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 		$340K Hold
2,842
– – 0.02% 370
2025
Q4 		$338K Sell
2,842
-478
-14% -$57.1K 0.03% 327
2025
Q3 		$398K Sell
3,320
-39
-1% -$4.63K 0.03% 272
2025
Q2 		$398K Buy
3,359
+40
+1% +$4.66K 0.04% 261
2025
Q1 		$386K Sell
3,319
-39
-1% -$4.41K 0.04% 249
2024
Q4 		$367K Buy
3,358
+1
+0% +$113 0.04% 261
2024
Q3 		$385K Buy
+3,357
New +$369K 0.05% 237
2024
Q2 		– Sell
-3,529
Closed -$371K – 170
2024
Q1 		$371K Sell
3,529
-477
-12% -$49K 0.05% 221
2023
Q4 		$402K Hold
4,006
– – 0.07% 178
2023
Q3 		$382K Sell
4,006
-224
-5% -$21.9K 0.06% 185
2023
Q2 		$415K Buy
+4,230
New +$416K 0.07% 175
2022
Q4 		$410K Sell
4,313
-126
-3% -$11.8K 0.08% 170
2022
Q3 		$393K Sell
4,439
-4,475
-50% -$428K 0.08% 169
2022
Q2 		$842K Hold
8,914
– – 0.17% 108
2022
Q1 		$934K Sell
8,914
-903
-9% -$93.1K 0.16% 107
2021
Q4 		$1.06M Sell
9,817
-964
-9% -$102K 0.17% 105
2021
Q3 		$1.11M Sell
10,781
-223
-2% -$23.5K 0.2% 97
2021
Q2 		$1.13M Sell
11,004
-487
-4% -$49.8K 0.21% 96
2021
Q1 		$1.13M Sell
11,491
-51,976
-82% -$5.04M 0.22% 91
2020
Q4 		$6.15M Buy
63,467
+433
+0.7% +$40.9K 1.28% 14
2020
Q3 		$5.79M Buy
63,034
+900
+1% +$82.3K 1.42% 13
2020
Q2 		$5.44M Buy
62,134
+339
+0.5% +$29.3K 1.48% 12
2020
Q1 		$4.96M Sell
61,795
-712
-1% -$65.6K 1.65% 11
2019
Q4 		$5.99M Buy
62,507
+428
+0.7% +$40.7K 1.61% 10
2019
Q3 		$5.88M Buy
62,079
+710
+1% +$66.2K 1.81% 8
2019
Q2 		$5.65M Sell
61,369
-360
-0.6% -$32.5K 1.84% 8
2019
Q1 		$5.52M Buy
61,729
+31
+0.1% +$2.66K 1.96% 7
2018
Q4 		$5.01M Sell
61,698
-218
-0.4% -$18.4K 2.27% 7
2018
Q3 		$5.44M Sell
61,916
-480
-0.8% -$41.3K 2.23% 4
2018
Q2 		$5.17M Sell
62,396
-126,892
-67% -$10.6M 2.88% 3
2018
Q1 		$12.1M Buy
+189,288
New +$16M 6.72% 2

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BlackRock
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s ACWV Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q1 2026 at 2,842 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #370.

Keystone Financial Group (Kentucky) first reported a position in ACWV in Q1 2018 and has held it in 31 quarters since. The position peaked at $12.1M in Q1 2018. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 2,842 shares of iShares MSCI Global Min Vol Factor ETF worth $340K as of Q1 2026.
  • Keystone Financial Group (Kentucky) left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI Global Min Vol Factor ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #370 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2018 and has held it in 31 quarters since.
  • Keystone Financial Group (Kentucky)'s iShares MSCI Global Min Vol Factor ETF position peaked at $12.1M in Q1 2018.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.