Oliver Luxxe Assets’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Oliver Luxxe Assets’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	$208K	Buy	+1,733	New	+$209K	0.03%	197

Other funds holding ACWV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

Oliver Luxxe Assets's ACWV Position: Q2 2026 in Review

Oliver Luxxe Assets opened a new position in iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026: 1,733 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #197 among its holdings.

48 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Oliver Luxxe Assets held 1,733 shares of iShares MSCI Global Min Vol Factor ETF worth $208K as of Q2 2026.
iShares MSCI Global Min Vol Factor ETF was a new Oliver Luxxe Assets position in Q2 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.03% of Oliver Luxxe Assets's portfolio in Q2 2026, its #197 holding.
48 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.