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 Q3	$237K	Hold	1,934	–	–	0.03%	144
2026 Q2	$233K	Hold	1,934	–	–	0.03%	150
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%	-$6.4K	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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Lee Financial's ACWV Position: Q3 2026 in Review

Lee Financial held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2026 at 1,934 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #144.

Lee Financial first reported a position in ACWV in Q1 2019 and has held it in 31 quarters since. The position peaked at $286K in Q2 2025. 84 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

Lee Financial held 1,934 shares of iShares MSCI Global Min Vol Factor ETF worth $237K as of Q3 2026.
Lee Financial left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.03% of Lee Financial's portfolio in Q3 2026, its #144 holding.
Lee Financial first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2019 and has held it in 31 quarters since.
Lee Financial's iShares MSCI Global Min Vol Factor ETF position peaked at $286K in Q2 2025.
84 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.