Moneta Group Investment Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Moneta Group Investment 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	$810K	Hold	6,779	–	–	0.01%	396
2025 Q4	$805K	Buy	6,779 +72	+1%	+$8.61K	0.01%	398
2025 Q3	$804K	Hold	6,707	–	–	0.01%	395
2025 Q2	$795K	Buy	6,707 +66	+1%	+$7.68K	0.01%	344
2025 Q1	$773K	Buy	6,641 +115	+2%	+$13K	0.01%	323
2024 Q4	$713K	Sell	6,526 -213	-3%	-$24.1K	0.01%	328
2024 Q3	$772K	Buy	6,739 +150	+2%	+$16.5K	0.01%	317
2024 Q2	$690K	Buy	6,589 +56	+0.9%	+$5.82K	0.01%	329
2024 Q1	$688K	Buy	6,533 +160	+3%	+$16.4K	0.01%	321
2023 Q4	$640K	Hold	6,373	–	–	0.01%	297
2023 Q3	$608K	Hold	6,373	–	–	0.01%	284
2023 Q2	$625K	Buy	+6,373	New	+$626K	0.01%	286

Other funds holding ACWV

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

Moneta Group Investment Advisors's ACWV Position: Q1 2026 in Review

Moneta Group Investment Advisors held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q1 2026 at 6,779 shares worth $810K. The position accounts for 0.01% of the portfolio, ranked #396.

Moneta Group Investment Advisors first reported a position in ACWV in Q2 2023 and has held it in 12 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

Moneta Group Investment Advisors held 6,779 shares of iShares MSCI Global Min Vol Factor ETF worth $810K as of Q1 2026.
Moneta Group Investment Advisors left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #396 holding.
Moneta Group Investment Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2023 and has held it in 12 quarters since.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.