FAI Advisors, Inc.’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

FAI Advisors, Inc.’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	$916K	Sell	7,465 -329	-4%	-$41.1K	0.36%	51
2026 Q2	$937K	Buy	7,794 +171	+2%	+$20.7K	0.37%	57
2026 Q1	$911K	Buy	7,623 +443	+6%	+$53.7K	0.41%	51
2025 Q4	$853K	Buy	7,180 +357	+5%	+$42.7K	0.38%	53
2025 Q3	$818K	Sell	6,823 -109	-2%	-$12.9K	0.37%	53
2025 Q2	$822K	Sell	6,932 -674	-9%	-$78.5K	0.4%	49
2025 Q1	$885K	Sell	7,606 -2,047	-21%	-$231K	0.47%	44
2024 Q4	$1.05M	Buy	+9,653	New	+$1.09M	0.47%	52

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

FAI Advisors, Inc.'s ACWV Position: Q3 2026 in Review

FAI Advisors, Inc. reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 4.2% in Q3 2026, selling an estimated $41.1K and leaving 7,465 shares worth $916K. The position accounts for 0.36% of the portfolio, ranked #51.

FAI Advisors, Inc. first reported a position in ACWV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q4 2024. 99 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

FAI Advisors, Inc. held 7,465 shares of iShares MSCI Global Min Vol Factor ETF worth $916K as of Q3 2026.
FAI Advisors, Inc. sold 329 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $41.1K.
iShares MSCI Global Min Vol Factor ETF made up 0.36% of FAI Advisors, Inc.'s portfolio in Q3 2026, its #51 holding.
FAI Advisors, Inc. first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and has held it in 8 quarters since.
FAI Advisors, Inc.'s iShares MSCI Global Min Vol Factor ETF position peaked at $1.05M in Q4 2024.
99 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on FAI Advisors, Inc.'s 13F filing for Q3 2026, filed 27 Oct 2026.