LifeGoal Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

LifeGoal Wealth Advisors’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	$600K	Sell	4,994 -166	-3%	-$20.1K	0.27%	51
2026 Q1	$617K	Hold	5,160	–	–	0.35%	44
2025 Q4	$613K	Sell	5,160 -95	-2%	-$11.4K	0.41%	45
2025 Q3	$628K	Hold	5,255	–	–	0.52%	37
2025 Q2	$623K	Buy	5,255 +61	+1%	+$7.1K	0.59%	35
2025 Q1	$604K	Sell	5,194 -20	-0.4%	-$2.26K	0.65%	33
2024 Q4	$569K	Buy	+5,214	New	+$590K	0.62%	35

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

BSSFA

Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LifeGoal Wealth Advisors's ACWV Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 3.2% in Q2 2026, selling an estimated $20.1K and leaving 4,994 shares worth $600K. The position accounts for 0.27% of the portfolio, ranked #51.

LifeGoal Wealth Advisors first reported a position in ACWV in Q4 2024 and has held it in 7 quarters since. The position peaked at $628K in Q3 2025. 130 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

LifeGoal Wealth Advisors held 4,994 shares of iShares MSCI Global Min Vol Factor ETF worth $600K as of Q2 2026.
LifeGoal Wealth Advisors sold 166 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $20.1K.
iShares MSCI Global Min Vol Factor ETF made up 0.27% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #51 holding.
LifeGoal Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
LifeGoal Wealth Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $628K in Q3 2025.
130 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.