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Koenig Investment Advisory’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Koenig Investment Advisory’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 		– Sell
-1,796
Closed -$215K – 38
2026
Q1 		$215K Hold
1,796
– – 0.18% 36
2025
Q4 		$223K Buy
+1,796
New +$215K 0.18% 37

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
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

Koenig Investment Advisory's ACWV Position: Q2 2026 in Review

Koenig Investment Advisory sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026, closing a stake of 1,796 shares — an estimated $215K sold.

Koenig Investment Advisory first reported a position in ACWV in Q4 2025 and held it in 2 quarters. The position peaked at $223K in Q4 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Koenig Investment Advisory reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Koenig Investment Advisory sold 1,796 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $215K.
  • Koenig Investment Advisory first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2025 and held it in 2 quarters.
  • Koenig Investment Advisory's iShares MSCI Global Min Vol Factor ETF position peaked at $223K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Koenig Investment Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.