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

Operose 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 		$250K Buy
2,080
+18
+0.9% +$2.18K 0.05% 147
2026
Q1 		$246K Sell
2,062
-93
-4% -$11.3K 0.06% 130
2025
Q4 		$256K Buy
2,155
+21
+1% +$2.51K 0.06% 130
2025
Q3 		$256K Hold
2,134
– – 0.06% 120
2025
Q2 		$253K Sell
2,134
-147
-6% -$17.1K 0.07% 114
2025
Q1 		$265K Sell
2,281
-2,275
-50% -$257K 0.09% 107
2024
Q4 		$497K Sell
4,556
-1,533
-25% -$174K 0.17% 74
2024
Q3 		$697K Sell
6,089
-249
-4% -$27.4K 0.23% 64
2024
Q2 		$663K Sell
6,338
-2,431
-28% -$253K 0.23% 60
2024
Q1 		$923K Sell
8,769
-5,514
-39% -$566K 0.31% 40
2023
Q4 		$1.43M Sell
14,283
-10,119
-41% -$982K 0.57% 21
2023
Q3 		$2.33M Sell
24,402
-1,296
-5% -$127K 0.92% 14
2023
Q2 		$2.52M Sell
25,698
-4,765
-16% -$468K 1.14% 13
2023
Q1 		$2.95M Sell
30,463
-5,719
-16% -$545K 1.46% 12
2022
Q4 		$3.44M Sell
36,182
-4,533
-11% -$425K 1.84% 11
2022
Q3 		$3.61M Sell
40,715
-655
-2% -$62.6K 2.37% 9
2022
Q2 		$3.91M Sell
41,370
-5,902
-12% -$585K 2.75% 7
2022
Q1 		$4.96M Buy
47,272
+1,243
+3% +$128K 3.42% 7
2021
Q4 		$4.98M Buy
+46,029
New +$4.87M 4.06% 4

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Operose Advisors's ACWV Position: Q2 2026 in Review

Operose Advisors increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.87% in Q2 2026, buying an estimated $2.18K and bringing the position to 2,080 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #147.

Operose Advisors first reported a position in ACWV in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.98M in Q4 2021. 293 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Operose Advisors held 2,080 shares of iShares MSCI Global Min Vol Factor ETF worth $250K as of Q2 2026.
  • Operose Advisors bought 18 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $2.18K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.05% of Operose Advisors's portfolio in Q2 2026, its #147 holding.
  • Operose Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Operose Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $4.98M in Q4 2021.
  • 293 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

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