Rossby Financial
ACWV icon

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

Rossby 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
Q3 		$145K Buy
1,184
+226
+24% +$28.2K 0.02% 583
2026
Q2 		$115K Sell
958
-149
-13% -$18K 0.02% 512
2026
Q1 		$132K Buy
+1,107
New +$134K 0.03% 476

Other funds holding ACWV

Aspiriant LLC
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dorval Corp
Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Ackerman Capital Advisors
Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Rossby Financial's ACWV Position: Q3 2026 in Review

Rossby Financial increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 24% in Q3 2026, buying an estimated $28.2K and bringing the position to 1,184 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #583.

Rossby Financial first reported a position in ACWV in Q1 2026 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

  • Rossby Financial held 1,184 shares of iShares MSCI Global Min Vol Factor ETF worth $145K as of Q3 2026.
  • Rossby Financial bought 226 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $28.2K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.02% of Rossby Financial's portfolio in Q3 2026, its #583 holding.
  • Rossby Financial first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.