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Oak Grove Capital’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Oak Grove Capital’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
2025
Q3 		– Sell
-4,940
Closed -$586K – 75
2025
Q2 		$586K Buy
+4,940
New +$575K 0.1% 50
2020
Q1 		– Sell
-34,926
Closed -$3.35M – 62
2019
Q4 		$3.35M Sell
34,926
-2,150
-6% -$205K 1.31% 28
2019
Q3 		$3.51M Buy
+37,076
New +$3.46M 1.52% 21

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oak Grove Capital's ACWV Position: Q3 2025 in Review

Oak Grove Capital sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2025, closing a stake of 4,940 shares — an estimated $586K sold.

Oak Grove Capital first reported a position in ACWV in Q3 2019 and held it in 3 quarters. The position peaked at $3.51M in Q3 2019. 306 funds tracked by Wall St. Rank hold ACWV as of Q3 2025.

  • Oak Grove Capital reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Oak Grove Capital sold 4,940 iShares MSCI Global Min Vol Factor ETF shares in Q3 2025, an estimated $586K.
  • Oak Grove Capital first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2019 and held it in 3 quarters.
  • Oak Grove Capital's iShares MSCI Global Min Vol Factor ETF position peaked at $3.51M in Q3 2019.
  • 306 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2025.

Based on Oak Grove Capital's 13F filing for Q3 2025, filed 12 Nov 2025.