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

Magnolia Capital 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 		$565K Buy
4,698
+410
+10% +$49.6K 0.1% 196
2026
Q1 		$512K Buy
4,288
+68
+2% +$8.24K 0.1% 201
2025
Q4 		$501K Buy
4,220
+1,201
+40% +$144K 0.11% 175
2025
Q3 		$362K Buy
3,019
+1,116
+59% +$133K 0.09% 178
2025
Q2 		$226K Buy
+1,903
New +$222K 0.06% 221
2025
Q1 		– Sell
-1,922
Closed -$210K – 227
2024
Q4 		$210K Buy
+1,922
New +$218K 0.05% 220
2024
Q3 		– Sell
-14,174
Closed -$1.48M – 141
2024
Q2 		$1.48M Buy
+14,174
New +$1.47M 0.83% 34
2023
Q3 		– Sell
-31,217
Closed -$3.06M – 68
2023
Q2 		$3.06M Sell
31,217
-527
-2% -$51.8K 1.53% 15
2023
Q1 		$3.07M Buy
31,744
+28,387
+846% +$2.71M 1.58% 14
2022
Q4 		$319K Hold
3,357
– – 0.21% 107
2022
Q3 		$297K Buy
3,357
+320
+11% +$30.6K 0.25% 99
2022
Q2 		$286K Sell
3,037
-20,273
-87% -$2.01M 0.26% 97
2022
Q1 		$2.44M Sell
23,310
-18,174
-44% -$1.87M 0.96% 27
2021
Q4 		$4.49M Sell
41,484
-441
-1% -$46.6K 1.32% 22
2021
Q3 		$4.31M Sell
41,925
-41,385
-50% -$4.36M 1.5% 18
2021
Q2 		$8.57M Buy
+83,310
New +$8.51M 3.79% 7
2021
Q1 		– Sell
-33,414
Closed -$3.24M – 80
2020
Q4 		$3.24M Sell
33,414
-202
-0.6% -$19.1K 2.09% 15
2020
Q3 		$3.09M Buy
+33,616
New +$3.07M 2.43% 14
2020
Q1 		– Sell
-39,361
Closed -$3.77M – 84
2019
Q4 		$3.77M Buy
+39,361
New +$3.75M 3.6% 10

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Magnolia Capital Advisors's ACWV Position: Q2 2026 in Review

Magnolia Capital Advisors increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 9.6% in Q2 2026, buying an estimated $49.6K and bringing the position to 4,698 shares worth $565K. The position accounts for 0.1% of the portfolio, ranked #196.

Magnolia Capital Advisors first reported a position in ACWV in Q4 2019 and has held it in 19 quarters since. The position peaked at $8.57M in Q2 2021. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Magnolia Capital Advisors held 4,698 shares of iShares MSCI Global Min Vol Factor ETF worth $565K as of Q2 2026.
  • Magnolia Capital Advisors bought 410 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $49.6K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.1% of Magnolia Capital Advisors's portfolio in Q2 2026, its #196 holding.
  • Magnolia Capital Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and has held it in 19 quarters since.
  • Magnolia Capital Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $8.57M in Q2 2021.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.