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Orion Portfolio Solutions’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-2,937
Closed -$321K – 1879
2024
Q4 		$321K Sell
2,937
-158
-5% -$17.9K ﹤0.01% 1528
2024
Q3 		$354K Sell
3,095
-89
-3% -$9.79K ﹤0.01% 1459
2024
Q2 		$333K Sell
3,184
-248
-7% -$25.8K ﹤0.01% 1424
2024
Q1 		$361K Sell
3,432
-422
-11% -$43.3K ﹤0.01% 1393
2023
Q4 		$389K Sell
3,854
-2,725
-41% -$264K ﹤0.01% 1304
2023
Q3 		$628K Sell
6,579
-251
-4% -$24.6K 0.01% 1121
2023
Q2 		$670K Buy
6,830
+3,988
+140% +$392K 0.01% 1102
2023
Q1 		$275K Buy
+2,842
New +$271K ﹤0.01% 1382
2021
Q4 		– Sell
-3,572
Closed -$367K – 698
2021
Q3 		$367K Buy
+3,572
New +$376K 0.01% 473
2021
Q2 		– Sell
-3,905
Closed -$385K – 614
2021
Q1 		$385K Sell
3,905
-1,626
-29% -$158K 0.02% 380
2020
Q4 		$536K Sell
5,531
-3,449
-38% -$326K 0.03% 289
2020
Q3 		$825K Sell
8,980
-2,549
-22% -$233K 0.04% 203
2020
Q2 		$1.01M Sell
11,529
-1,724
-13% -$149K 0.05% 157
2020
Q1 		$1.06M Buy
13,253
+12,233
+1,199% +$1.13M 0.07% 123
2019
Q4 		$98K Buy
+1,020
New +$97.1K 0.01% 422

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Orion Portfolio Solutions's ACWV Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2025, closing a stake of 2,937 shares — an estimated $321K sold.

Orion Portfolio Solutions first reported a position in ACWV in Q4 2019 and held it in 15 quarters. The position peaked at $1.06M in Q1 2020. 327 funds tracked by Wall St. Rank hold ACWV as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,937 iShares MSCI Global Min Vol Factor ETF shares in Q1 2025, an estimated $321K.
  • Orion Portfolio Solutions first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and held it in 15 quarters.
  • Orion Portfolio Solutions's iShares MSCI Global Min Vol Factor ETF position peaked at $1.06M in Q1 2020.
  • 327 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.