Rik Saylor Financial’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Rik Saylor Financial’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	$1.22M	Sell	10,167 -597	-6%	-$72.2K	0.81%	38
2026 Q1	$1.29M	Sell	10,764 -5	-0%	-$606	0.98%	36
2025 Q4	$1.28M	Sell	10,769 -287	-3%	-$34.3K	0.94%	38
2025 Q3	$1.33M	Sell	11,056 -149	-1%	-$17.7K	0.97%	36
2025 Q2	$1.33M	Buy	11,205 +25	+0.2%	+$2.91K	1.02%	34
2025 Q1	$1.3M	Sell	11,180 -3	-0%	-$339	1.15%	28
2024 Q4	$1.22M	Buy	+11,183	New	+$1.27M	1.13%	30

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

BSSFA

Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Rik Saylor Financial's ACWV Position: Q2 2026 in Review

Rik Saylor Financial reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 5.5% in Q2 2026, selling an estimated $72.2K and leaving 10,167 shares worth $1.22M. The position accounts for 0.81% of the portfolio, ranked #38.

Rik Saylor Financial first reported a position in ACWV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q2 2025. 151 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Rik Saylor Financial held 10,167 shares of iShares MSCI Global Min Vol Factor ETF worth $1.22M as of Q2 2026.
Rik Saylor Financial sold 597 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $72.2K.
iShares MSCI Global Min Vol Factor ETF made up 0.81% of Rik Saylor Financial's portfolio in Q2 2026, its #38 holding.
Rik Saylor Financial first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Rik Saylor Financial's iShares MSCI Global Min Vol Factor ETF position peaked at $1.33M in Q2 2025.
151 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.