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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
Q3 		$1.46M Sell
11,862
-107
-0.9% -$13.4K 0.25% 68
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Professional Financial Advisors's ACWV Position: Q3 2026 in Review

Professional Financial Advisors reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.89% in Q3 2026, selling an estimated $13.4K and leaving 11,862 shares worth $1.46M. The position accounts for 0.25% of the portfolio, ranked #68.

Professional Financial Advisors first reported a position in ACWV in Q4 2019 and has held it in 28 quarters since. The position peaked at $5.82M in Q4 2020. 18 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

  • Professional Financial Advisors held 11,862 shares of iShares MSCI Global Min Vol Factor ETF worth $1.46M as of Q3 2026.
  • Professional Financial Advisors sold 107 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $13.4K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.25% of Professional Financial Advisors's portfolio in Q3 2026, its #68 holding.
  • Professional Financial Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and has held it in 28 quarters since.
  • Professional Financial Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $5.82M in Q4 2020.
  • 18 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.