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

LVW 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
2025
Q1 		– Sell
-1,909
Closed -$208K – 300
2024
Q4 		$208K Buy
1,909
+2
+0.1% +$226 0.03% 298
2024
Q3 		$218K Buy
+1,907
New +$210K 0.03% 289
2024
Q2 		– Sell
-2,434
Closed -$256K – 294
2024
Q1 		$256K Buy
2,434
+198
+9% +$20.3K 0.04% 250
2023
Q4 		$224K Sell
2,236
-907
-29% -$88K 0.04% 237
2023
Q3 		$300K Sell
3,143
-1,441
-31% -$141K 0.06% 171
2023
Q2 		$449K Sell
4,584
-173
-4% -$17K 0.09% 136
2023
Q1 		$460K Sell
4,757
-29,955
-86% -$2.85M 0.09% 150
2022
Q4 		$3.3M Sell
34,712
-11,509
-25% -$1.08M 0.67% 46
2022
Q3 		$4.09M Sell
46,221
-12,028
-21% -$1.15M 0.91% 26
2022
Q2 		$5.5M Buy
58,249
+4,210
+8% +$417K 1.12% 18
2022
Q1 		$5.66M Buy
54,039
+1,278
+2% +$132K 0.96% 21
2021
Q4 		$5.71M Buy
52,761
+10,296
+24% +$1.09M 0.97% 22
2021
Q3 		$4.36M Sell
42,465
-18,663
-31% -$1.96M 0.75% 35
2021
Q2 		$6.29M Buy
61,128
+1,885
+3% +$193K 1.12% 17
2021
Q1 		$5.84M Sell
59,243
-10,495
-15% -$1.02M 1.12% 17
2020
Q4 		$6.76M Sell
69,738
-21,266
-23% -$2.01M 1.36% 14
2020
Q3 		$8.36M Sell
91,004
-13,932
-13% -$1.27M 1.84% 12
2020
Q2 		$9.19M Buy
104,936
+22,547
+27% +$1.95M 2.22% 10
2020
Q1 		$6.62M Buy
82,389
+16,193
+24% +$1.49M 1.76% 12
2019
Q4 		$6.34M Buy
66,196
+1,618
+3% +$154K 1.44% 14
2019
Q3 		$6.12M Buy
64,578
+15,570
+32% +$1.45M 1.52% 15
2019
Q2 		$4.51M Buy
49,008
+9,522
+24% +$859K 1.25% 20
2019
Q1 		$3.53M Buy
39,486
+8,018
+25% +$689K 0.94% 27
2018
Q4 		$2.56M Buy
31,468
+22,691
+259% +$1.92M 0.86% 37
2018
Q3 		$771K Buy
8,777
+1,287
+17% +$111K 0.22% 73
2018
Q2 		$622K Buy
7,490
+1,330
+22% +$111K 0.2% 78
2018
Q1 		$516K Buy
+6,160
New +$521K 0.16% 84

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LVW Advisors's ACWV Position: Q1 2025 in Review

LVW Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2025, closing a stake of 1,909 shares — an estimated $208K sold.

LVW Advisors first reported a position in ACWV in Q1 2018 and held it in 27 quarters. The position peaked at $9.19M in Q2 2020. 327 funds tracked by Wall St. Rank hold ACWV as of Q1 2025.

  • LVW Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • LVW Advisors sold 1,909 iShares MSCI Global Min Vol Factor ETF shares in Q1 2025, an estimated $208K.
  • LVW Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2018 and held it in 27 quarters.
  • LVW Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $9.19M in Q2 2020.
  • 327 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2025.

Based on LVW Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.