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Measured Wealth Private Client Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Measured Wealth Private Client 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 		– Sell
-308
Closed -$36.8K – 721
2026
Q1 		$36.8K Hold
308
– – 0.01% 341
2025
Q4 		$36.6K Buy
+308
New +$36.8K 0.01% 354

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Measured Wealth Private Client Group's ACWV Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026, closing a stake of 308 shares — an estimated $36.8K sold.

Measured Wealth Private Client Group first reported a position in ACWV in Q4 2025 and held it in 2 quarters. The position peaked at $36.8K in Q1 2026. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Measured Wealth Private Client Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 308 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $36.8K.
  • Measured Wealth Private Client Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2025 and held it in 2 quarters.
  • Measured Wealth Private Client Group's iShares MSCI Global Min Vol Factor ETF position peaked at $36.8K in Q1 2026.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.