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Patriot Financial Group Insurance Agency’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Patriot Financial Group Insurance Agency’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 		$7.51M Sell
62,489
-56,799
-48% -$6.87M 0.77% 26
2026
Q1 		$14.3M Buy
119,288
+60,572
+103% +$7.34M 0.8% 16
2025
Q4 		$6.97M Buy
58,716
+1,435
+3% +$172K 0.83% 20
2025
Q3 		$6.87M Buy
57,281
+9,540
+20% +$1.13M 0.88% 21
2025
Q2 		$5.66M Buy
47,741
+13,144
+38% +$1.53M 0.65% 29
2025
Q1 		$4.03M Buy
34,597
+7,462
+27% +$843K 0.54% 45
2024
Q4 		$2.96M Buy
27,135
+4,982
+22% +$564K 0.4% 58
2024
Q3 		$2.54M Buy
22,153
+2,567
+13% +$282K 0.34% 66
2024
Q2 		$2.05M Buy
19,586
+4,024
+26% +$418K 0.3% 74
2024
Q1 		$1.64M Buy
15,562
+2,534
+19% +$260K 0.26% 90
2023
Q4 		$1.31M Buy
13,028
+2,681
+26% +$260K 0.25% 98
2023
Q3 		$987K Buy
10,347
+3,035
+42% +$297K 0.2% 129
2023
Q2 		$717K Buy
7,312
+3,806
+109% +$374K 0.14% 179
2023
Q1 		$339K Buy
+3,506
New +$334K 0.07% 304
2022
Q3 		– Sell
-10,945
Closed -$1.03M – 422
2022
Q2 		$1.03M Buy
10,945
+2,804
+34% +$278K 0.21% 100
2022
Q1 		$853K Buy
8,141
+74
+0.9% +$7.63K 0.15% 148
2021
Q4 		$873K Buy
8,067
+835
+12% +$88.3K 0.15% 149
2021
Q3 		$743K Buy
7,232
+1,119
+18% +$118K 0.13% 176
2021
Q2 		$629K Buy
6,113
+584
+11% +$59.7K 0.11% 189
2021
Q1 		$545K Buy
5,529
+1,023
+23% +$99.2K 0.12% 178
2020
Q4 		$437K Buy
4,506
+1,256
+39% +$119K 0.11% 195
2020
Q3 		$299K Buy
3,250
+237
+8% +$21.7K 0.1% 200
2020
Q2 		$264K Buy
3,013
+391
+15% +$33.8K 0.1% 192
2020
Q1 		$211K Buy
2,622
+2,458
+1,499% +$227K 0.1% 203
2019
Q4 		$16K Sell
164
-3
-2% -$286 0.01% 732
2019
Q3 		$16K Hold
167
– – 0.01% 693
2019
Q2 		$16K Sell
167
-6
-3% -$541 0.01% 698
2019
Q1 		$15K Buy
+173
New +$14.9K 0.01% 612
2017
Q3 		– Sell
-75
Closed -$6K – 906
2017
Q2 		$6K Hold
75
– – 0.01% 627
2017
Q1 		$6K Hold
75
– – 0.01% 579
2016
Q4 		$6K Buy
+75
New +$5.5K 0.01% 530

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ACWV Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 48% in Q2 2026, selling an estimated $6.87M and leaving 62,489 shares worth $7.51M. The position accounts for 0.77% of the portfolio, ranked #26.

Patriot Financial Group Insurance Agency first reported a position in ACWV in Q4 2016 and has held it in 31 quarters since. The position peaked at $14.3M in Q1 2026. 174 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 62,489 shares of iShares MSCI Global Min Vol Factor ETF worth $7.51M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 56,799 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $6.87M.
  • iShares MSCI Global Min Vol Factor ETF made up 0.77% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #26 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2016 and has held it in 31 quarters since.
  • Patriot Financial Group Insurance Agency's iShares MSCI Global Min Vol Factor ETF position peaked at $14.3M in Q1 2026.
  • 174 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.