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

Mascoma 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
2026 Q2	$224K	Hold	1,860	–	–	0.04%	88
2026 Q1	$222K	Hold	1,860	–	–	0.05%	86
2025 Q4	$221K	Hold	1,860	–	–	0.05%	84
2025 Q3	$223K	Hold	1,860	–	–	0.05%	91
2025 Q2	$221K	Hold	1,860	–	–	0.05%	87
2025 Q1	$216K	Hold	1,860	–	–	0.05%	91
2024 Q4	$203K	Hold	1,860	–	–	0.05%	94
2024 Q3	$213K	Hold	1,860	–	–	0.05%	92
2024 Q2	$195K	Hold	1,860	–	–	0.05%	95
2024 Q1	$196K	Hold	1,860	–	–	0.06%	96
2023 Q4	$187K	Sell	1,860 -835	-31%	-$81K	0.06%	102
2023 Q3	$257K	Hold	2,695	–	–	0.08%	87
2023 Q2	$265K	Hold	2,695	–	–	0.08%	85
2023 Q1	$269K	Sell	2,695 -500	-16%	-$47.7K	0.08%	98
2022 Q4	$304K	Hold	3,195	–	–	0.1%	95
2022 Q3	$283K	Hold	3,195	–	–	0.1%	98
2022 Q2	$302K	Hold	3,195	–	–	0.1%	95
2022 Q1	$335K	Hold	3,195	–	–	0.11%	90
2021 Q4	$346K	Hold	3,195	–	–	0.12%	80
2021 Q3	$328K	Hold	3,195	–	–	0.13%	84
2021 Q2	$329K	Hold	3,195	–	–	0.14%	84
2021 Q1	$315K	Hold	3,195	–	–	0.14%	83
2020 Q4	$310K	Buy	+3,195	New	+$302K	0.16%	77
2019 Q3	$293K	Buy	3,095 +100	+3%	+$9.32K	0.18%	60
2019 Q2	$276K	Buy	2,995 +2,695	+898%	+$243K	0.17%	63
2019 Q1	$27K	Hold	300	–	–	0.02%	202
2018 Q4	$24K	Sell	300 -300	-50%	-$25.3K	0.02%	197
2018 Q3	$53K	Hold	600	–	–	0.04%	156
2018 Q2	$50K	Hold	600	–	–	0.04%	152
2018 Q1	$50K	Hold	600	–	–	0.03%	151
2017 Q4	$51K	Hold	600	–	–	0.03%	144
2017 Q3	$49K	Hold	600	–	–	0.03%	149
2017 Q2	$47K	Hold	600	–	–	0.03%	155
2017 Q1	$46K	Buy	600 +200	+50%	+$15.1K	0.03%	144
2016 Q4	$29K	Buy	+400	New	+$29.3K	0.02%	181

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

Mascoma Wealth Management's ACWV Position: Q2 2026 in Review

Mascoma Wealth Management held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 1,860 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #88.

Mascoma Wealth Management first reported a position in ACWV in Q4 2016 and has held it in 35 quarters since. The position peaked at $346K in Q4 2021. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Mascoma Wealth Management held 1,860 shares of iShares MSCI Global Min Vol Factor ETF worth $224K as of Q2 2026.
Mascoma Wealth Management left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.04% of Mascoma Wealth Management's portfolio in Q2 2026, its #88 holding.
Mascoma Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2016 and has held it in 35 quarters since.
Mascoma Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $346K in Q4 2021.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.