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 Q3	$613K	Hold	4,994	–	–	0.19%	68
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

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

CCA

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

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

LifeGoal Wealth Advisors's ACWV Position: Q3 2026 in Review

LifeGoal Wealth Advisors held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2026 at 4,994 shares worth $613K. The position accounts for 0.19% of the portfolio, ranked #68.

LifeGoal Wealth Advisors first reported a position in ACWV in Q4 2024 and has held it in 8 quarters since. The position peaked at $628K in Q3 2025. 18 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

LifeGoal Wealth Advisors held 4,994 shares of iShares MSCI Global Min Vol Factor ETF worth $613K as of Q3 2026.
LifeGoal Wealth Advisors left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.19% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #68 holding.
LifeGoal Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and has held it in 8 quarters since.
LifeGoal Wealth Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $628K in Q3 2025.
18 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.