Provident Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Provident Wealth Management’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
2025 Q3	–	Sell	-3,285	Closed	-$390K	–	139
2025 Q2	$390K	Sell	3,285 -1,247	-28%	-$145K	0.13%	50
2025 Q1	$527K	Hold	4,532	–	–	0.18%	41
2024 Q4	$495K	Sell	4,532 -468	-9%	-$53K	0.17%	47
2024 Q3	$573K	Hold	5,000	–	–	0.2%	44
2024 Q2	$523K	Buy	+5,000	New	+$520K	0.19%	44

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Provident Wealth Management's ACWV Position: Q3 2025 in Review

Provident Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2025, closing a stake of 3,285 shares — an estimated $390K sold.

Provident Wealth Management first reported a position in ACWV in Q2 2024 and held it in 5 quarters. The position peaked at $573K in Q3 2024. 306 funds tracked by Wall St. Rank hold ACWV as of Q3 2025.

Provident Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
Provident Wealth Management sold 3,285 iShares MSCI Global Min Vol Factor ETF shares in Q3 2025, an estimated $390K.
Provident Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2024 and held it in 5 quarters.
Provident Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $573K in Q3 2024.
306 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2025.

Based on Provident Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.