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Legacy Capital Wealth Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Legacy Capital Wealth Partners’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
Q2 		– Sell
-2,823
Closed -$327K – 368
2025
Q1 		$327K Buy
+2,823
New +$319K 0.08% 262
2024
Q1 		– Sell
-2,480
Closed -$249K – 116
2023
Q4 		$249K Sell
2,480
-124,840
-98% -$12.1M 0.07% 244
2023
Q3 		$12.1M Buy
127,320
+62,443
+96% +$6.11M 3.33% 5
2023
Q2 		$6.36M Sell
64,877
-47,932
-42% -$4.71M 5.29% 8
2023
Q1 		$10.9M Sell
112,809
-1,987
-2% -$189K 2.98% 7
2022
Q4 		$10.9M Buy
114,796
+1,463
+1% +$137K 5.21% 4
2022
Q3 		$10M Sell
113,333
-435
-0.4% -$41.6K 5.32% 4
2022
Q2 		$10.8M Buy
113,768
+2,893
+3% +$287K 5.4% 4
2022
Q1 		$11.6M Sell
110,875
-28,566
-20% -$2.95M 4.99% 5
2021
Q4 		$14.9M Buy
139,441
+1,283
+0.9% +$136K 6.14% 7
2021
Q3 		$14.2M Buy
138,158
+131,753
+2,057% +$13.9M 5.55% 7
2021
Q2 		$659K Sell
6,405
-36,443
-85% -$3.72M 0.36% 19
2021
Q1 		$4.23M Buy
42,848
+2,037
+5% +$198K 1.75% 14
2020
Q4 		$3.96M Buy
+40,811
New +$3.86M 1.69% 14

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legacy Capital Wealth Partners's ACWV Position: Q2 2025 in Review

Legacy Capital Wealth Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2025, closing a stake of 2,823 shares — an estimated $327K sold.

Legacy Capital Wealth Partners first reported a position in ACWV in Q4 2020 and held it in 14 quarters. The position peaked at $14.9M in Q4 2021. 320 funds tracked by Wall St. Rank hold ACWV as of Q2 2025.

  • Legacy Capital Wealth Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 2,823 iShares MSCI Global Min Vol Factor ETF shares in Q2 2025, an estimated $327K.
  • Legacy Capital Wealth Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and held it in 14 quarters.
  • Legacy Capital Wealth Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $14.9M in Q4 2021.
  • 320 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.