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

Portland 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 		$1.36M Hold
11,328
– – 2.49% 8
2026
Q1 		$1.35M Sell
11,328
-826
-7% -$100K 2.82% 8
2025
Q4 		$1.44M Hold
12,154
– – 3.07% 8
2025
Q3 		$1.46M Hold
12,154
– – 3.11% 7
2025
Q2 		$1.44M Sell
12,154
-187
-2% -$21.8K 3.46% 7
2025
Q1 		$1.44M Sell
12,341
-257
-2% -$29K 3.67% 6
2024
Q4 		$1.38M Buy
+12,598
New +$1.43M 3.7% 6

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

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

Portland Financial Advisors held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 11,328 shares worth $1.36M. The position accounts for 2.49% of the portfolio, ranked #8.

Portland Financial Advisors first reported a position in ACWV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q3 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Portland Financial Advisors held 11,328 shares of iShares MSCI Global Min Vol Factor ETF worth $1.36M as of Q2 2026.
  • Portland Financial Advisors left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Global Min Vol Factor ETF made up 2.49% of Portland Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Portland Financial Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • Portland Financial Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $1.46M in Q3 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.