LF
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Lee Financial’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Lee Financial’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 		$231K Hold
1,934
– – 0.03% 139
2025
Q4 		$230K Hold
1,934
– – 0.03% 132
2025
Q3 		$232K Sell
1,934
-482
-20% -$57.2K 0.03% 166
2025
Q2 		$286K Hold
2,416
– – 0.04% 121
2025
Q1 		$281K Hold
2,416
– – 0.04% 122
2024
Q4 		$264K Hold
2,416
– – 0.04% 156
2024
Q3 		$277K Hold
2,416
– – 0.04% 153
2024
Q2 		$253K Hold
2,416
– – 0.04% 125
2024
Q1 		$254K Hold
2,416
– – 0.04% 133
2023
Q4 		$242K Hold
2,416
– – 0.04% 130
2023
Q3 		$231K Sell
2,416
-5
-0.2% -$489 0.04% 122
2023
Q2 		$237K Sell
2,421
-21
-0.9% -$2.06K 0.04% 120
2023
Q1 		$236K Sell
2,442
-115
-4% -$11K 0.04% 118
2022
Q4 		$243K Sell
2,557
-60
-2% -$5.63K 0.04% 131
2022
Q3 		$232K Hold
2,617
– – 0.04% 131
2022
Q2 		$247K Buy
2,617
+2,253
+619% +$223K 0.05% 131
2022
Q1 		$38K Sell
364
-62
-15% -$6.39K 0.01% 269
2021
Q4 		$46K Hold
426
– – 0.01% 264
2021
Q3 		$44K Hold
426
– – 0.01% 241
2021
Q2 		$44K Buy
426
+201
+89% +$20.5K 0.01% 239
2021
Q1 		$22K Hold
225
– – 0.01% 292
2020
Q4 		$22K Hold
225
– – 0.01% 273
2020
Q3 		$21K Hold
225
– – 0.01% 300
2020
Q2 		$20K Buy
225
+62
+38% +$5.37K 0.01% 274
2020
Q1 		$13K Hold
163
– – ﹤0.01% 267
2019
Q4 		$16K Hold
163
– – ﹤0.01% 275
2019
Q3 		$15K Hold
163
– – ﹤0.01% 279
2019
Q2 		$15K Hold
163
– – ﹤0.01% 290
2019
Q1 		$15K Buy
+163
New +$14K ﹤0.01% 281

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Lee Financial's ACWV Position: Q1 2026 in Review

Lee Financial held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q1 2026 at 1,934 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #139.

Lee Financial first reported a position in ACWV in Q1 2019 and has held it in 29 quarters since. The position peaked at $286K in Q2 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

  • Lee Financial held 1,934 shares of iShares MSCI Global Min Vol Factor ETF worth $231K as of Q1 2026.
  • Lee Financial left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI Global Min Vol Factor ETF made up 0.03% of Lee Financial's portfolio in Q1 2026, its #139 holding.
  • Lee Financial first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2019 and has held it in 29 quarters since.
  • Lee Financial's iShares MSCI Global Min Vol Factor ETF position peaked at $286K in Q2 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.