Philip James Wealth Mangement’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Philip James Wealth Mangement’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 Q1	–	Sell	-9,744	Closed	-$1.16M	–	159
2025 Q4	$1.16M	Sell	9,744 -1,365	-12%	-$163K	0.13%	80
2025 Q3	$1.33M	Sell	11,109 -2,907	-21%	-$345K	0.16%	78
2025 Q2	$1.66M	Buy	14,016 +92	+0.7%	+$10.7K	0.21%	73
2025 Q1	$1.62M	Sell	13,924 -1,179	-8%	-$133K	0.2%	65
2024 Q4	$1.65M	Buy	15,103 +160	+1%	+$18.1K	0.21%	64
2024 Q3	$1.71M	Hold	14,943	–	–	0.21%	64
2024 Q2	$1.56M	Buy	14,943 +39	+0.3%	+$4.05K	1.04%	17
2024 Q1	$1.57M	Sell	14,904 -87	-0.6%	-$8.93K	1.11%	17
2023 Q4	$1.5M	Buy	+14,991	New	+$1.45M	1.16%	17

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Philip James Wealth Mangement's ACWV Position: Q1 2026 in Review

Philip James Wealth Mangement sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2026, closing a stake of 9,744 shares — an estimated $1.16M sold.

Philip James Wealth Mangement first reported a position in ACWV in Q4 2023 and held it in 9 quarters. The position peaked at $1.71M in Q3 2024. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

Philip James Wealth Mangement reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Philip James Wealth Mangement sold 9,744 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $1.16M.
Philip James Wealth Mangement first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2023 and held it in 9 quarters.
Philip James Wealth Mangement's iShares MSCI Global Min Vol Factor ETF position peaked at $1.71M in Q3 2024.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.