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Patriot Investment Management Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Patriot Investment Management Group’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 		$309K Hold
2,569
– – 0.02% 202
2026
Q1 		$307K Hold
2,569
– – 0.02% 200
2025
Q4 		$305K Hold
2,569
– – 0.02% 203
2025
Q3 		$308K Buy
2,569
+1
+0% +$119 0.02% 204
2025
Q2 		$304K Sell
2,568
-5
-0.2% -$582 0.02% 202
2025
Q1 		$299K Buy
2,573
+3
+0.1% +$339 0.02% 192
2024
Q4 		$281K Sell
2,570
-615
-19% -$69.6K 0.02% 202
2024
Q3 		$365K Hold
3,185
– – 0.03% 184
2024
Q2 		$333K Buy
3,185
+3
+0.1% +$312 0.03% 191
2024
Q1 		$335K Buy
3,182
+3
+0.1% +$308 0.03% 198
2023
Q4 		$319K Buy
3,179
+2
+0.1% +$194 0.03% 197
2023
Q3 		$303K Buy
3,177
+2
+0.1% +$196 0.03% 198
2023
Q2 		$311K Buy
3,175
+3
+0.1% +$295 0.03% 202
2023
Q1 		$307K Buy
3,172
+45
+1% +$4.29K 0.03% 205
2022
Q4 		$303K Hold
3,127
– – 0.03% 206
2022
Q3 		$276K Hold
3,127
– – 0.03% 204
2022
Q2 		$295K Hold
3,127
– – 0.03% 200
2022
Q1 		$327K Hold
3,127
– – 0.03% 212
2021
Q4 		$338K Hold
3,127
– – 0.03% 207
2021
Q3 		$321K Hold
3,127
– – 0.03% 206
2021
Q2 		$321K Hold
3,127
– – 0.03% 205
2021
Q1 		$308K Buy
3,127
+630
+25% +$61.1K 0.03% 203
2020
Q4 		$241K Sell
2,497
-1,710
-41% -$162K 0.04% 166
2020
Q3 		$386K Sell
4,207
-43
-1% -$3.93K 0.05% 162
2020
Q2 		$372K Hold
4,250
– – 0.05% 165
2020
Q1 		$341K Hold
4,250
– – 0.05% 157
2019
Q4 		$407K Hold
4,250
– – 0.05% 164
2019
Q3 		$401K Hold
4,250
– – 0.06% 160
2019
Q2 		$391K Buy
4,250
+450
+12% +$40.6K 0.05% 164
2019
Q1 		$340K Buy
+3,800
New +$326K 0.05% 170

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Patriot Investment Management Group's ACWV Position: Q2 2026 in Review

Patriot Investment Management Group held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 2,569 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #202.

Patriot Investment Management Group first reported a position in ACWV in Q1 2019 and has held it in 30 quarters since. The position peaked at $407K in Q4 2019. 105 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Patriot Investment Management Group held 2,569 shares of iShares MSCI Global Min Vol Factor ETF worth $309K as of Q2 2026.
  • Patriot Investment Management Group left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Global Min Vol Factor ETF made up 0.02% of Patriot Investment Management Group's portfolio in Q2 2026, its #202 holding.
  • Patriot Investment Management Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's iShares MSCI Global Min Vol Factor ETF position peaked at $407K in Q4 2019.
  • 105 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.