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Martin Worley Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Martin Worley Group’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 		$643K Sell
5,424
-61
-1% -$7.1K 0.31% 57
2025
Q1 		$638K Sell
5,485
-551
-9% -$62.3K 0.36% 53
2024
Q4 		$659K Buy
+6,036
New +$683K 0.41% 53

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 22.96% 1-Year Est. Return

Martin Worley Group's ACWV Position: Q2 2025 in Review

Martin Worley Group reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 1.1% in Q2 2025, selling an estimated $7.1K and leaving 5,424 shares worth $643K. The position accounts for 0.31% of the portfolio, ranked #57.

Martin Worley Group first reported a position in ACWV in Q4 2024 and has held it in 3 quarters since. The position peaked at $659K in Q4 2024. 320 funds tracked by Wall St. Rank hold ACWV as of Q2 2025.

  • Martin Worley Group held 5,424 shares of iShares MSCI Global Min Vol Factor ETF worth $643K as of Q2 2025.
  • Martin Worley Group sold 61 iShares MSCI Global Min Vol Factor ETF shares in Q2 2025, an estimated $7.1K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.31% of Martin Worley Group's portfolio in Q2 2025, its #57 holding.
  • Martin Worley Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • Martin Worley Group's iShares MSCI Global Min Vol Factor ETF position peaked at $659K in Q4 2024.
  • 320 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.