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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
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Medallion Wealth Advisors's ACWV Position: Q1 2026 in Review

Medallion Wealth Advisors increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.64% in Q1 2026, buying an estimated $242 and bringing the position to 315 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #528.

Medallion Wealth Advisors first reported a position in ACWV in Q4 2024 and has held it in 6 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

  • Medallion Wealth Advisors held 315 shares of iShares MSCI Global Min Vol Factor ETF worth $37.6K as of Q1 2026.
  • Medallion Wealth Advisors bought 2 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $242.
  • iShares MSCI Global Min Vol Factor ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #528 holding.
  • Medallion Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.