Rockefeller Capital Management
ACWV icon

Rockefeller Capital Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Rockefeller Capital 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
2026
Q2 		$18M Sell
149,432
-1,066
-0.7% -$129K 0.03% 517
2026
Q1 		$18M Sell
150,498
-3,527
-2% -$427K 0.03% 472
2025
Q4 		$18.3M Buy
154,025
+70,615
+85% +$8.44M 0.03% 460
2025
Q3 		$10M Sell
83,410
-21,272
-20% -$2.53M 0.02% 626
2025
Q2 		$12.4M Buy
104,682
+60,297
+136% +$7.02M 0.03% 549
2025
Q1 		$5.17M Sell
44,385
-5,206
-10% -$588K 0.01% 728
2024
Q4 		$5.42M Sell
49,591
-49,609
-50% -$5.62M 0.01% 701
2024
Q3 		$11.4M Buy
99,200
+50,752
+105% +$5.58M 0.03% 512
2024
Q2 		$5.07M Sell
48,448
-603
-1% -$62.7K 0.01% 683
2024
Q1 		$5.16M Sell
49,051
-6,134
-11% -$630K 0.02% 682
2023
Q4 		$5.54M Buy
55,185
+14,331
+35% +$1.39M 0.02% 613
2023
Q3 		$3.9M Buy
40,854
+319
+0.8% +$31.2K 0.02% 634
2023
Q2 		$3.97M Sell
40,535
-170
-0.4% -$16.7K 0.02% 651
2023
Q1 		$3.94M Buy
40,705
+246
+0.6% +$23.4K 0.02% 623
2022
Q4 		$3.84M Buy
40,459
+547
+1% +$51.3K 0.02% 579
2022
Q3 		$3.53M Sell
39,912
-215
-0.5% -$20.6K 0.02% 610
2022
Q2 		$3.79M Buy
40,127
+1,460
+4% +$145K 0.02% 589
2022
Q1 		$4.05M Buy
38,667
+7,904
+26% +$815K 0.02% 589
2021
Q4 		$3.33M Buy
30,763
+18,577
+152% +$1.96M 0.02% 663
2021
Q3 		$1.25M Buy
12,186
+6,545
+116% +$689K 0.01% 917
2021
Q2 		$579K Sell
5,641
-1,911
-25% -$195K ﹤0.01% 1139
2021
Q1 		$744K Buy
7,552
+62
+0.8% +$6.01K 0.01% 885
2020
Q4 		$725K Buy
7,490
+7,286
+3,572% +$689K 0.01% 790
2020
Q3 		$18K Buy
204
+68
+50% +$6.21K ﹤0.01% 1819
2020
Q2 		$12K Hold
136
– – ﹤0.01% 1829
2020
Q1 		$11K Buy
+136
New +$12.5K ﹤0.01% 1705

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Rockefeller Capital Management's ACWV Position: Q2 2026 in Review

Rockefeller Capital Management reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.71% in Q2 2026, selling an estimated $129K and leaving 149,432 shares worth $18M. The position accounts for 0.03% of the portfolio, ranked #517.

Rockefeller Capital Management first reported a position in ACWV in Q1 2020 and has held it in 26 quarters since. The position peaked at $18.3M in Q4 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Rockefeller Capital Management held 149,432 shares of iShares MSCI Global Min Vol Factor ETF worth $18M as of Q2 2026.
  • Rockefeller Capital Management sold 1,066 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $129K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.03% of Rockefeller Capital Management's portfolio in Q2 2026, its #517 holding.
  • Rockefeller Capital Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • Rockefeller Capital Management's iShares MSCI Global Min Vol Factor ETF position peaked at $18.3M in Q4 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.