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Optivise Advisory Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Optivise Advisory Services’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
-2,154
Closed -$255K – 197
2025
Q2 		$255K Hold
2,154
– – 0.13% 156
2025
Q1 		$251K Hold
2,154
– – 0.14% 149
2024
Q4 		$235K Hold
2,154
– – 0.13% 150
2024
Q3 		$247K Sell
2,154
-1,632
-43% -$180K 0.13% 142
2024
Q2 		$396K Buy
+3,786
New +$394K 0.21% 101

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

Optivise Advisory Services's ACWV Position: Q3 2025 in Review

Optivise Advisory Services sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2025, closing a stake of 2,154 shares — an estimated $255K sold.

Optivise Advisory Services first reported a position in ACWV in Q2 2024 and held it in 5 quarters. The position peaked at $396K in Q2 2024. 306 funds tracked by Wall St. Rank hold ACWV as of Q3 2025.

  • Optivise Advisory Services reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 2,154 iShares MSCI Global Min Vol Factor ETF shares in Q3 2025, an estimated $255K.
  • Optivise Advisory Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2024 and held it in 5 quarters.
  • Optivise Advisory Services's iShares MSCI Global Min Vol Factor ETF position peaked at $396K in Q2 2024.
  • 306 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.