Petra Financial Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Petra Financial Advisors’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	$241K	Buy	+2,006	New	+$242K	0.11%	155
2026 Q1	–	Sell	-1,935	Closed	-$230K	–	118
2025 Q4	$230K	Buy	1,935 +216	+13%	+$25.8K	0.13%	129
2025 Q3	$206K	Buy	1,719 +30	+2%	+$3.56K	0.12%	132
2025 Q2	$200K	Buy	+1,689	New	+$197K	0.13%	134
2024 Q4	–	Sell	-1,875	Closed	-$215K	–	143
2024 Q3	$215K	Buy	+1,875	New	+$206K	0.14%	128

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

Petra Financial Advisors's ACWV Position: Q2 2026 in Review

Petra Financial Advisors opened a new position in iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026: 2,006 shares worth $241K. The stake represents 0.11% of the portfolio and ranks #155 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in ACWV as recently as Q4 2025.

Petra Financial Advisors first reported a position in ACWV in Q3 2024 and has held it in 5 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Petra Financial Advisors held 2,006 shares of iShares MSCI Global Min Vol Factor ETF worth $241K as of Q2 2026.
iShares MSCI Global Min Vol Factor ETF was a new Petra Financial Advisors position in Q2 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.11% of Petra Financial Advisors's portfolio in Q2 2026, its #155 holding.
Petra Financial Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2024 and has held it in 5 quarters since.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.