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 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

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

Mather Group's ACWV Position: Q2 2026 in Review

Mather Group held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 745 shares worth $89.6K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Mather Group first reported a position in ACWV in Q2 2023 and has held it in 8 quarters since. The position peaked at $89.8K in Q1 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Mather Group held 745 shares of iShares MSCI Global Min Vol Factor ETF worth $89.6K as of Q2 2026.
Mather Group left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #966 holding.
Mather Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2023 and has held it in 8 quarters since.
Mather Group's iShares MSCI Global Min Vol Factor ETF position peaked at $89.8K in Q1 2025.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.