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

Mutual 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 		$1.31M Sell
10,855
-151
-1% -$18.3K 0.02% 555
2026
Q1 		$1.32M Buy
11,006
+1,346
+14% +$163K 0.03% 494
2025
Q4 		$1.15M Buy
9,660
+533
+6% +$63.7K 0.02% 527
2025
Q3 		$1.1M Buy
9,127
+308
+3% +$36.6K 0.02% 539
2025
Q2 		$1.05M Buy
8,819
+2,821
+47% +$328K 0.03% 491
2025
Q1 		$688K Buy
5,998
+683
+13% +$77.2K 0.02% 586
2024
Q4 		$581K Sell
5,315
-182
-3% -$20.6K 0.02% 655
2024
Q3 		$624K Buy
5,497
+683
+14% +$75.1K 0.02% 635
2024
Q2 		$519K Buy
4,814
+350
+8% +$36.4K 0.02% 681
2024
Q1 		$470K Sell
4,464
-276
-6% -$28.3K 0.02% 714
2023
Q4 		$476K Hold
4,740
– – 0.02% 673
2023
Q3 		$452K Buy
4,740
+776
+20% +$75.9K 0.02% 646
2023
Q2 		$389K Buy
3,964
+367
+10% +$36.1K 0.01% 721
2023
Q1 		$348K Sell
3,597
-93
-3% -$8.86K 0.01% 734
2022
Q4 		$351K Sell
3,690
-174
-5% -$16.3K 0.02% 698
2022
Q3 		$342K Buy
3,864
+229
+6% +$21.9K 0.02% 671
2022
Q2 		$344K Sell
3,635
-1,060
-23% -$105K 0.02% 635
2022
Q1 		$492K Buy
4,695
+774
+20% +$79.8K 0.03% 574
2021
Q4 		$425K Buy
3,921
+264
+7% +$27.9K 0.02% 625
2021
Q3 		$376K Buy
3,657
+1,115
+44% +$117K 0.02% 642
2021
Q2 		$261K Sell
2,542
-125
-5% -$12.8K 0.02% 712
2021
Q1 		$263K Buy
+2,667
New +$259K 0.02% 658
2020
Q1 		– Sell
-4,448
Closed -$426K – 564
2019
Q4 		$426K Sell
4,448
-1,913
-30% -$182K 0.05% 382
2019
Q3 		$603K Sell
6,361
-3,374
-35% -$315K 0.08% 274
2019
Q2 		$897K Sell
9,735
-1,691
-15% -$153K 0.12% 221
2019
Q1 		$1.02M Sell
11,426
-46
-0.4% -$3.95K 0.15% 165
2018
Q4 		$932K Sell
11,472
-8,298
-42% -$701K 0.18% 137
2018
Q3 		$1.74M Buy
19,770
+436
+2% +$37.5K 0.26% 88
2018
Q2 		$1.61M Buy
19,334
+1,135
+6% +$95.1K 0.37% 69
2018
Q1 		$1.52M Buy
18,199
+3,238
+22% +$274K 0.39% 61
2017
Q4 		$1.26M Buy
+14,961
New +$1.25M 0.48% 64

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

Mutual Advisors's ACWV Position: Q2 2026 in Review

Mutual Advisors reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 1.4% in Q2 2026, selling an estimated $18.3K and leaving 10,855 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #555.

Mutual Advisors first reported a position in ACWV in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.74M in Q3 2018. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Mutual Advisors held 10,855 shares of iShares MSCI Global Min Vol Factor ETF worth $1.31M as of Q2 2026.
  • Mutual Advisors sold 151 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $18.3K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #555 holding.
  • Mutual Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and has held it in 31 quarters since.
  • Mutual Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $1.74M in Q3 2018.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

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