M Holdings Securities’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

M Holdings Securities’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	–	Sell	-37,587	Closed	-$4.49M	–	152
2026 Q1	$4.49M	Sell	37,587 -134	-0.4%	-$16.2K	0.3%	60
2025 Q4	$4.48M	Buy	37,721 +2	+0%	+$239	0.32%	60
2025 Q3	$4.52M	Buy	+37,719	New	+$4.48M	0.96%	20
2020 Q2	–	Sell	-41,430	Closed	-$3.33M	–	165
2020 Q1	$3.33M	Buy	+41,430	New	+$3.82M	0.49%	58

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

M Holdings Securities's ACWV Position: Q2 2026 in Review

M Holdings Securities sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026, closing a stake of 37,587 shares — an estimated $4.49M sold.

M Holdings Securities first reported a position in ACWV in Q1 2020 and held it in 4 quarters. The position peaked at $4.52M in Q3 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

M Holdings Securities reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 37,587 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $4.49M.
M Holdings Securities first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2020 and held it in 4 quarters.
M Holdings Securities's iShares MSCI Global Min Vol Factor ETF position peaked at $4.52M in Q3 2025.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.