&Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

&Partners’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	$3.89M	Sell	32,124 -1,265	-4%	-$153K	0.02%	695
2026 Q1	$3.99M	Sell	33,389 -2,397	-7%	-$290K	0.02%	605
2025 Q4	$4.25M	Sell	35,786 -1,468	-4%	-$175K	0.02%	557
2025 Q3	$4.47M	Buy	37,254 +2,087	+6%	+$248K	0.03%	461
2025 Q2	$4.17M	Buy	35,167 +249	+0.7%	+$29K	0.03%	413
2025 Q1	$4.04M	Buy	34,918 +432	+1%	+$48.8K	0.04%	340
2024 Q4	$3.77M	Buy	34,486 +30,014	+671%	+$3.4M	0.05%	332
2024 Q3	$512K	Buy	4,472 +2,132	+91%	+$235K	0.01%	861
2024 Q2	$245K	Buy	+2,340	New	+$243K	0.01%	781

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

&Partners's ACWV Position: Q2 2026 in Review

&Partners reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 3.8% in Q2 2026, selling an estimated $153K and leaving 32,124 shares worth $3.89M. The position accounts for 0.02% of the portfolio, ranked #695.

&Partners first reported a position in ACWV in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.47M in Q3 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

&Partners held 32,124 shares of iShares MSCI Global Min Vol Factor ETF worth $3.89M as of Q2 2026.
&Partners sold 1,265 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $153K.
iShares MSCI Global Min Vol Factor ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #695 holding.
&Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2024 and has held it in 9 quarters since.
&Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $4.47M in Q3 2025.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.