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

Professional 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 		$1.44M Sell
11,969
-605
-5% -$73.1K 0.25% 67
2026
Q1 		$1.5M Buy
12,574
+2,253
+22% +$273K 0.31% 58
2025
Q4 		$1.23M Buy
10,321
+195
+2% +$23.3K 0.25% 62
2025
Q3 		$1.21M Sell
10,126
-451
-4% -$53.6K 0.26% 63
2025
Q2 		$1.25M Sell
10,577
-168
-2% -$19.6K 0.29% 59
2025
Q1 		$1.25M Hold
10,745
– – 0.32% 52
2024
Q4 		$1.17M Buy
10,745
+172
+2% +$19.5K 0.3% 53
2024
Q3 		$1.21M Sell
10,573
-951
-8% -$105K 0.31% 54
2024
Q2 		$1.21M Buy
11,524
+140
+1% +$14.6K 0.33% 52
2024
Q1 		$1.2M Sell
11,384
-6,153
-35% -$631K 0.34% 51
2023
Q4 		$1.76M Sell
17,537
-162
-0.9% -$15.7K 0.58% 28
2023
Q3 		$1.69M Sell
17,699
-204
-1% -$20K 0.76% 26
2023
Q2 		$1.76M Sell
17,903
-554
-3% -$54.4K 0.91% 19
2023
Q1 		$1.93M Buy
18,457
+1,126
+6% +$107K 1.14% 21
2022
Q4 		$1.65M Buy
17,331
+442
+3% +$41.5K 1.11% 16
2022
Q3 		$1.5M Buy
16,889
+138
+0.8% +$13.2K 0.92% 20
2022
Q2 		$1.58M Sell
16,751
-1,706
-9% -$169K 0.88% 22
2022
Q1 		$1.94M Sell
18,457
-2,597
-12% -$268K 0.84% 30
2021
Q4 		$2.28M Sell
21,054
-275
-1% -$29.1K 0.99% 17
2021
Q3 		$2.19M Buy
21,329
+1,293
+6% +$136K 1.25% 10
2021
Q2 		$2.06M Sell
20,036
-854
-4% -$87.2K 1.14% 11
2021
Q1 		$2.06M Sell
20,890
-39,168
-65% -$3.8M 1.28% 12
2020
Q4 		$5.82M Buy
60,058
+144
+0.2% +$13.6K 4.59% 5
2020
Q3 		$5.36M Buy
59,914
+3,762
+7% +$344K 5% 5
2020
Q2 		$4.92M Buy
56,152
+4,446
+9% +$385K 6.45% 4
2020
Q1 		$4.46M Buy
51,706
+12,014
+30% +$1.11M 8.06% 2
2019
Q4 		$3.8M Buy
+39,692
New +$3.78M 3.61% 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

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

Professional Financial Advisors reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 4.8% in Q2 2026, selling an estimated $73.1K and leaving 11,969 shares worth $1.44M. The position accounts for 0.25% of the portfolio, ranked #67.

Professional Financial Advisors first reported a position in ACWV in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.82M in Q4 2020. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Professional Financial Advisors held 11,969 shares of iShares MSCI Global Min Vol Factor ETF worth $1.44M as of Q2 2026.
  • Professional Financial Advisors sold 605 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $73.1K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.25% of Professional Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • Professional Financial Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • Professional Financial Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $5.82M in Q4 2020.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.