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Klingman & Associates’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Klingman & Associates’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
Q4 		– Sell
-2,231
Closed -$268K – 327
2025
Q3 		$268K Hold
2,231
– – 0.01% 277
2025
Q2 		$265K Hold
2,231
– – 0.01% 265
2025
Q1 		$260K Hold
2,231
– – 0.02% 234
2024
Q4 		$244K Hold
2,231
– – 0.02% 230
2024
Q3 		$256K Hold
2,231
– – 0.02% 235
2024
Q2 		$233K Sell
2,231
-366
-14% -$38K 0.02% 224
2024
Q1 		$273K Buy
2,597
+366
+16% +$37.6K 0.02% 200
2023
Q4 		$224K Hold
2,231
– – 0.02% 215
2023
Q3 		$213K Hold
2,231
– – 0.02% 209
2023
Q2 		$219K Hold
2,231
– – 0.02% 206
2023
Q1 		$216K Sell
2,231
-114
-5% -$10.9K 0.02% 189
2022
Q4 		$223K Buy
+2,345
New +$220K 0.02% 188
2022
Q3 		– Sell
-2,231
Closed -$211K – 189
2022
Q2 		$211K Hold
2,231
– – 0.02% 181
2022
Q1 		$234K Hold
2,231
– – 0.02% 182
2021
Q4 		$242K Hold
2,231
– – 0.02% 161
2021
Q3 		$229K Hold
2,231
– – 0.02% 156
2021
Q2 		$229K Sell
2,231
-2,477
-53% -$253K 0.02% 147
2021
Q1 		$465K Buy
+4,708
New +$457K 0.05% 98

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Klingman & Associates's ACWV Position: Q4 2025 in Review

Klingman & Associates sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2025, closing a stake of 2,231 shares — an estimated $268K sold.

Klingman & Associates first reported a position in ACWV in Q1 2021 and held it in 18 quarters. The position peaked at $465K in Q1 2021. 330 funds tracked by Wall St. Rank hold ACWV as of Q4 2025.

  • Klingman & Associates reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Klingman & Associates sold 2,231 iShares MSCI Global Min Vol Factor ETF shares in Q4 2025, an estimated $268K.
  • Klingman & Associates first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2021 and held it in 18 quarters.
  • Klingman & Associates's iShares MSCI Global Min Vol Factor ETF position peaked at $465K in Q1 2021.
  • 330 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2025.

Based on Klingman & Associates's 13F filing for Q4 2025, filed 29 Jan 2026.