Root Financial Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Root Financial Partners’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	$30.9K	Buy	+252	New	+$31.4K	﹤0.01%	1327

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Root Financial Partners's ACWV Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2026: 252 shares worth $30.9K. The stake represents ﹤0.01% of the portfolio and ranks #1327 among its holdings.

269 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

Root Financial Partners held 252 shares of iShares MSCI Global Min Vol Factor ETF worth $30.9K as of Q3 2026.
iShares MSCI Global Min Vol Factor ETF was a new Root Financial Partners position in Q3 2026.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1327 holding.
269 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.