NewEdge Wealth’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

NewEdge Wealth’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	$1.25M	Sell	10,393 -1,570	-13%	-$190K	0.01%	597
2026 Q1	$1.43M	Hold	11,963	–	–	0.02%	521
2025 Q4	$1.42M	Sell	11,963 -800	-6%	-$95.6K	0.02%	540
2025 Q3	$1.51M	Hold	12,763	–	–	0.02%	459
2025 Q2	$1.51M	Sell	12,763 -503	-4%	-$58.6K	0.02%	445
2025 Q1	$1.54M	Hold	13,266	–	–	0.03%	405
2024 Q4	$1.45M	Sell	13,266 -324	-2%	-$36.7K	0.03%	421
2024 Q3	$1.56M	Buy	13,590 +20	+0.1%	+$2.2K	0.03%	388
2024 Q2	$1.42M	Sell	13,570 -25	-0.2%	-$2.6K	0.03%	368
2024 Q1	$1.4M	Buy	13,595 +168	+1%	+$17.2K	0.03%	372
2023 Q4	$1.35M	Buy	+13,427	New	+$1.3M	0.03%	357
2022 Q4	–	Sell	-2,487	Closed	-$220K	–	545
2022 Q3	$220K	Buy	+2,487	New	+$238K	0.01%	480

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NewEdge Wealth's ACWV Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 13% in Q2 2026, selling an estimated $190K and leaving 10,393 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #597.

NewEdge Wealth first reported a position in ACWV in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.56M in Q3 2024. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

NewEdge Wealth held 10,393 shares of iShares MSCI Global Min Vol Factor ETF worth $1.25M as of Q2 2026.
NewEdge Wealth sold 1,570 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $190K.
iShares MSCI Global Min Vol Factor ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #597 holding.
NewEdge Wealth first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2022 and has held it in 12 quarters since.
NewEdge Wealth's iShares MSCI Global Min Vol Factor ETF position peaked at $1.56M in Q3 2024.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.