Lynx Investment Advisory’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Lynx Investment Advisory’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	$274K	Buy	2,276 +71	+3%	+$8.58K	0.09%	193
2026 Q1	$264K	Buy	2,205 +35	+2%	+$4.24K	0.13%	153
2025 Q4	$258K	Buy	2,170 +404	+23%	+$48.3K	0.14%	147
2025 Q3	$212K	Buy	1,766 +20	+1%	+$2.38K	0.13%	147
2025 Q2	$207K	Buy	+1,746	New	+$203K	0.14%	143
2025 Q1	–	Sell	-1,956	Closed	-$214K	–	145
2024 Q4	$214K	Sell	1,956 -60	-3%	-$6.79K	0.15%	144
2024 Q3	$231K	Buy	2,016 +306	+18%	+$33.7K	0.17%	134
2024 Q2	$179K	Buy	+1,710	New	+$178K	0.13%	136

Other funds holding ACWV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Lynx Investment Advisory's ACWV Position: Q2 2026 in Review

Lynx Investment Advisory increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 3.2% in Q2 2026, buying an estimated $8.58K and bringing the position to 2,276 shares worth $274K. The position accounts for 0.09% of the portfolio, ranked #193.

Lynx Investment Advisory first reported a position in ACWV in Q2 2024 and has held it in 8 quarters since. 174 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Lynx Investment Advisory held 2,276 shares of iShares MSCI Global Min Vol Factor ETF worth $274K as of Q2 2026.
Lynx Investment Advisory bought 71 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $8.58K.
iShares MSCI Global Min Vol Factor ETF made up 0.09% of Lynx Investment Advisory's portfolio in Q2 2026, its #193 holding.
Lynx Investment Advisory first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2024 and has held it in 8 quarters since.
174 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.