MFG
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Merit Financial Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Merit Financial 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 		$3.51M Sell
29,161
-1,144
-4% -$138K 0.02% 533
2026
Q1 		$3.62M Buy
30,305
+28
+0.1% +$3.39K 0.03% 488
2025
Q4 		$3.6M Buy
30,277
+22
+0.1% +$2.63K 0.03% 448
2025
Q3 		$3.63M Sell
30,255
-2
-0% -$238 0.03% 390
2025
Q2 		$3.59M Buy
30,257
+4,688
+18% +$546K 0.04% 353
2025
Q1 		$2.98M Buy
25,569
+11,566
+83% +$1.31M 0.04% 328
2024
Q4 		$1.53M Buy
14,003
+26
+0.2% +$2.94K 0.03% 406
2024
Q3 		$1.6M Sell
13,977
-870
-6% -$95.7K 0.04% 312
2024
Q2 		$1.55M Sell
14,847
-65
-0.4% -$6.76K 0.03% 317
2024
Q1 		$1.54M Buy
14,912
+60
+0.4% +$6.16K 0.04% 311
2023
Q4 		$1.49M Buy
14,852
+414
+3% +$40.2K 0.05% 239
2023
Q3 		$1.38M Sell
14,438
-623
-4% -$60.9K 0.05% 274
2023
Q2 		$1.48M Buy
15,061
+803
+6% +$78.9K 0.05% 268
2023
Q1 		$1.38M Sell
14,258
-233
-2% -$22.2K 0.05% 245
2022
Q4 		$1.38M Sell
14,491
-383
-3% -$35.9K 0.05% 242
2022
Q3 		$1.32M Buy
14,874
+437
+3% +$41.8K 0.06% 209
2022
Q2 		$1.36M Sell
14,437
-854
-6% -$84.6K 0.04% 212
2022
Q1 		$1.6M Sell
15,291
-1,120
-7% -$116K 0.1% 117
2021
Q4 		$1.78M Sell
16,411
-158
-1% -$16.7K 0.17% 63
2021
Q3 		$1.7M Sell
16,569
-1,452
-8% -$153K 0.18% 60
2021
Q2 		$1.85M Sell
18,021
-512
-3% -$52.3K 0.17% 60
2021
Q1 		$1.83M Sell
18,533
-881
-5% -$85.5K 0.19% 55
2020
Q4 		$1.88M Sell
19,414
-1,136
-6% -$107K 0.18% 51
2020
Q3 		$1.89M Sell
20,550
-6,979
-25% -$638K 0.17% 44
2020
Q2 		$2.41M Sell
27,529
-3,473
-11% -$301K 0.24% 30
2020
Q1 		$2.49M Buy
31,002
+1,900
+7% +$175K 0.28% 25
2019
Q4 		$2.79M Buy
+29,102
New +$2.77M 0.25% 29

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

Merit Financial Group's ACWV Position: Q2 2026 in Review

Merit Financial Group reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 3.8% in Q2 2026, selling an estimated $138K and leaving 29,161 shares worth $3.51M. The position accounts for 0.02% of the portfolio, ranked #533.

Merit Financial Group first reported a position in ACWV in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.63M in Q3 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Merit Financial Group held 29,161 shares of iShares MSCI Global Min Vol Factor ETF worth $3.51M as of Q2 2026.
  • Merit Financial Group sold 1,144 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $138K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #533 holding.
  • Merit Financial Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • Merit Financial Group's iShares MSCI Global Min Vol Factor ETF position peaked at $3.63M in Q3 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.