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Legacy Advisory Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Legacy Advisory Services’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 		– Sell
-2,047
Closed -$243K – 50
2025
Q4 		$243K Sell
2,047
-23
-1% -$2.75K 0.18% 42
2025
Q3 		$248K Buy
2,070
+102
+5% +$12.1K 0.19% 44
2025
Q2 		$233K Buy
1,968
+16
+0.8% +$1.86K 0.19% 43
2025
Q1 		$227K Hold
1,952
– – 0.19% 46
2024
Q4 		$213K Buy
+1,952
New +$221K 0.18% 51

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $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

Legacy Advisory Services's ACWV Position: Q1 2026 in Review

Legacy Advisory Services sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2026, closing a stake of 2,047 shares — an estimated $243K sold.

Legacy Advisory Services first reported a position in ACWV in Q4 2024 and held it in 5 quarters. The position peaked at $248K in Q3 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

  • Legacy Advisory Services reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Advisory Services sold 2,047 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $243K.
  • Legacy Advisory Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and held it in 5 quarters.
  • Legacy Advisory Services's iShares MSCI Global Min Vol Factor ETF position peaked at $248K in Q3 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Legacy Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.