Perigon Wealth Management
ACWV icon

Perigon Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Perigon Wealth Management’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
Q3 		$2.51M Buy
20,432
+33
+0.2% +$4.12K 0.04% 354
2026
Q2 		$2.45M Sell
20,399
-166
-0.8% -$20.1K 0.04% 369
2026
Q1 		$2.46M Sell
20,565
-1,037
-5% -$126K 0.04% 336
2025
Q4 		$2.57M Sell
21,602
-67
-0.3% -$8.01K 0.05% 317
2025
Q3 		$2.6M Buy
21,669
+520
+2% +$61.8K 0.05% 298
2025
Q2 		$2.51M Sell
21,149
-1,699
-7% -$198K 0.06% 292
2025
Q1 		$2.66M Sell
22,848
-426
-2% -$48.1K 0.07% 265
2024
Q4 		$2.54M Sell
23,274
-375
-2% -$42.5K 0.06% 276
2024
Q3 		$2.71M Sell
23,649
-1,224
-5% -$135K 0.07% 249
2024
Q2 		$2.6M Sell
24,873
-2,254
-8% -$234K 0.08% 223
2024
Q1 		$2.86M Sell
27,127
-633
-2% -$65K 0.09% 207
2023
Q4 		$2.79M Sell
27,760
-8,722
-24% -$846K 0.09% 184
2023
Q3 		$3.48M Sell
36,482
-907
-2% -$88.7K 0.14% 148
2023
Q2 		$3.67M Buy
37,389
+1,274
+4% +$125K 0.14% 145
2023
Q1 		$3.49M Sell
36,115
-1,418
-4% -$135K 0.2% 110
2022
Q4 		$3.57M Sell
37,533
-4,438
-11% -$416K 0.22% 106
2022
Q3 		$3.72M Sell
41,971
-1,434
-3% -$137K 0.32% 67
2022
Q2 		$4.1M Buy
43,405
+2,181
+5% +$216K 0.34% 66
2022
Q1 		$4.32M Sell
41,224
-962
-2% -$99.2K 0.31% 67
2021
Q4 		$4.57M Sell
42,186
-432
-1% -$45.7K 0.33% 66
2021
Q3 		$4.38M Sell
42,618
-2,134
-5% -$225K 0.38% 52
2021
Q2 		$4.6M Sell
44,752
-1,224
-3% -$125K 0.41% 51
2021
Q1 		$4.54M Sell
45,976
-15,052
-25% -$1.46M 0.46% 41
2020
Q4 		$5.91M Buy
61,028
+460
+0.8% +$43.5K 0.69% 27
2020
Q3 		$5.57M Buy
60,568
+2,539
+4% +$232K 0.78% 25
2020
Q2 		$5.08M Buy
58,029
+886
+2% +$76.7K 0.81% 24
2020
Q1 		$4.92M Buy
+57,143
New +$5.27M 0.92% 26

Other funds holding ACWV

Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
IRON Financial
IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Perigon Wealth Management's ACWV Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.16% in Q3 2026, buying an estimated $4.12K and bringing the position to 20,432 shares worth $2.51M. The position accounts for 0.04% of the portfolio, ranked #354.

Perigon Wealth Management first reported a position in ACWV in Q1 2020 and has held it in 27 quarters since. The position peaked at $5.91M in Q4 2020. 84 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

  • Perigon Wealth Management held 20,432 shares of iShares MSCI Global Min Vol Factor ETF worth $2.51M as of Q3 2026.
  • Perigon Wealth Management bought 33 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $4.12K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.04% of Perigon Wealth Management's portfolio in Q3 2026, its #354 holding.
  • Perigon Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2020 and has held it in 27 quarters since.
  • Perigon Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $5.91M in Q4 2020.
  • 84 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.