Medallion Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Medallion Wealth Advisors’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	$37.9K	Hold	315	–	–	0.01%	518
2026 Q1	$37.6K	Buy	315 +2	+0.6%	+$242	0.01%	528
2025 Q4	$37.2K	Buy	313 +16	+5%	+$1.91K	0.01%	516
2025 Q3	$35.6K	Hold	297	–	–	0.01%	527
2025 Q2	$35.3K	Sell	297 -7	-2%	-$815	0.01%	523
2025 Q1	$35.4K	Hold	304	–	–	0.02%	481
2024 Q4	$33.2K	Buy	+304	New	+$34.4K	0.02%	470

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

Medallion Wealth Advisors's ACWV Position: Q2 2026 in Review

Medallion Wealth Advisors held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 315 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #518.

Medallion Wealth Advisors first reported a position in ACWV in Q4 2024 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Medallion Wealth Advisors held 315 shares of iShares MSCI Global Min Vol Factor ETF worth $37.9K as of Q2 2026.
Medallion Wealth Advisors 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 Medallion Wealth Advisors's portfolio in Q2 2026, its #518 holding.
Medallion Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.