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Richard Bernstein Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Richard Bernstein 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
2025
Q3 		– Sell
-154
Closed -$18.4K – 205
2025
Q2 		$18.4K Buy
154
+76
+97% +$8.85K ﹤0.01% 203
2025
Q1 		$9.02K Sell
78
-248
-76% -$28K ﹤0.01% 219
2024
Q4 		$35.6K Buy
326
+171
+110% +$19.4K ﹤0.01% 213
2024
Q3 		$17.8K Hold
155
– – ﹤0.01% 221
2024
Q2 		$16.2K Hold
155
– – ﹤0.01% 207
2024
Q1 		$16.3K Hold
155
– – ﹤0.01% 212
2023
Q4 		$15.6K Buy
+155
New +$15K ﹤0.01% 209
2023
Q1 		– Sell
-158
Closed -$15K – 205
2022
Q4 		$15K Sell
158
-2,214
-93% -$208K ﹤0.01% 200
2022
Q3 		$210K Sell
2,372
-1,957
-45% -$187K 0.01% 199
2022
Q2 		$409K Buy
4,329
+3,417
+375% +$339K 0.01% 220
2022
Q1 		$96K Buy
912
+121
+15% +$12.5K ﹤0.01% 258
2021
Q4 		$86K Buy
+791
New +$83.6K ﹤0.01% 259
2021
Q2 		– Sell
-4
Closed – – 317
2021
Q1 		$0 Buy
+4
New +$388 ﹤0.01% 297

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Richard Bernstein Advisors's ACWV Position: Q3 2025 in Review

Richard Bernstein Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2025, closing a stake of 154 shares — an estimated $18.4K sold.

Richard Bernstein Advisors first reported a position in ACWV in Q1 2021 and held it in 13 quarters. The position peaked at $409K in Q2 2022. 306 funds tracked by Wall St. Rank hold ACWV as of Q3 2025.

  • Richard Bernstein Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 154 iShares MSCI Global Min Vol Factor ETF shares in Q3 2025, an estimated $18.4K.
  • Richard Bernstein Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2021 and held it in 13 quarters.
  • Richard Bernstein Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $409K in Q2 2022.
  • 306 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2025.

Based on Richard Bernstein Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.