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

Mather 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
2026 Q3	$91.4K	Hold	745	–	–	﹤0.01%	978
2026 Q2	$89.6K	Hold	745	–	–	﹤0.01%	966
2026 Q1	$89K	Buy	+745	New	+$90.2K	﹤0.01%	920
2025 Q4	–	Sell	-745	Closed	-$89.3K	–	653
2025 Q3	$89.3K	Buy	+745	New	+$88.5K	﹤0.01%	791
2025 Q2	–	Sell	-772	Closed	-$89.8K	–	624
2025 Q1	$89.8K	Hold	772	–	–	﹤0.01%	766
2024 Q4	$84.3K	Buy	772 +628	+436%	+$71.1K	﹤0.01%	771
2024 Q3	$16.5K	Buy	144 +74	+106%	+$8.14K	﹤0.01%	1092
2024 Q2	$7.37K	Buy	+70	New	+$7.28K	﹤0.01%	1529
2023 Q3	–	Sell	-253	Closed	-$24.8K	–	530
2023 Q2	$24.8K	Buy	+253	New	+$24.9K	﹤0.01%	579

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Mather Group's ACWV Position: Q3 2026 in Review

Mather Group held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2026 at 745 shares worth $91.4K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Mather Group first reported a position in ACWV in Q2 2023 and has held it in 9 quarters since. 75 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

Mather Group held 745 shares of iShares MSCI Global Min Vol Factor ETF worth $91.4K as of Q3 2026.
Mather Group left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #978 holding.
Mather Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2023 and has held it in 9 quarters since.
75 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.