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

Modus 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	–	Sell	-480	Closed	-$57K	–	122
2025 Q4	$57K	Buy	+480	New	+$57.4K	0.02%	171
2025 Q1	–	Sell	-480	Closed	-$52.4K	–	111
2024 Q4	$52.4K	Buy	+480	New	+$54.3K	0.02%	150
2021 Q3	–	Sell	-1,031	Closed	-$106K	–	100
2021 Q2	$106K	Sell	1,031 -3,460	-77%	-$353K	0.04%	121
2021 Q1	$443K	Sell	4,491 -102	-2%	-$9.89K	0.21%	70
2020 Q4	$445K	Sell	4,593 -2,177	-32%	-$206K	0.23%	64
2020 Q3	$622K	Sell	6,770 -2,467	-27%	-$225K	0.36%	56
2020 Q2	$809K	Sell	9,237 -13,134	-59%	-$1.14M	0.53%	49
2020 Q1	$1.8M	Sell	22,371 -8,594	-28%	-$792K	1.67%	16
2019 Q4	$2.97M	Buy	+30,965	New	+$2.95M	2.34%	13

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Modus Advisors's ACWV Position: Q1 2026 in Review

Modus Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2026, closing a stake of 480 shares — an estimated $57K sold.

Modus Advisors first reported a position in ACWV in Q4 2019 and held it in 9 quarters. The position peaked at $2.97M in Q4 2019. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

Modus Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Modus Advisors sold 480 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $57K.
Modus Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and held it in 9 quarters.
Modus Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $2.97M in Q4 2019.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.