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Marks Group Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Marks Group Wealth Management’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
Q2 		– Sell
-7,831
Closed -$911K – 294
2025
Q1 		$911K Buy
+7,831
New +$885K 0.09% 190

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marks Group Wealth Management's ACWV Position: Q2 2025 in Review

Marks Group Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2025, closing a stake of 7,831 shares — an estimated $911K sold.

Marks Group Wealth Management first reported a position in ACWV in Q1 2025 and held it in 1 quarter. The position peaked at $911K in Q1 2025. 320 funds tracked by Wall St. Rank hold ACWV as of Q2 2025.

  • Marks Group Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 7,831 iShares MSCI Global Min Vol Factor ETF shares in Q2 2025, an estimated $911K.
  • Marks Group Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2025 and held it in 1 quarter.
  • Marks Group Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $911K in Q1 2025.
  • 320 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2025.

Based on Marks Group Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.