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

Patten & Patten’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 		$243K Hold
2,018
– – 0.01% 324
2026
Q1 		$241K Hold
2,018
– – 0.01% 317
2025
Q4 		$240K Hold
2,018
– – 0.01% 315
2025
Q3 		$242K Buy
+2,018
New +$240K 0.01% 311

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Patten & Patten's ACWV Position: Q2 2026 in Review

Patten & Patten held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 2,018 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #324.

Patten & Patten first reported a position in ACWV in Q3 2025 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Patten & Patten held 2,018 shares of iShares MSCI Global Min Vol Factor ETF worth $243K as of Q2 2026.
  • Patten & Patten left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Global Min Vol Factor ETF made up 0.01% of Patten & Patten's portfolio in Q2 2026, its #324 holding.
  • Patten & Patten first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.