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Safeguard Investment Advisory Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Safeguard Investment Advisory Group’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 		– Sell
-1,739
Closed -$208K – 179
2026
Q1 		$208K Hold
1,739
– – 0.06% 133
2025
Q4 		$207K Sell
1,739
-16
-0.9% -$1.91K 0.05% 134
2025
Q3 		$211K Sell
1,755
-83
-5% -$9.86K 0.05% 140
2025
Q2 		$218K Sell
1,838
-36
-2% -$4.19K 0.05% 127
2025
Q1 		$218K Hold
1,874
– – 0.06% 125
2024
Q4 		$205K Sell
1,874
-358
-16% -$40.5K 0.06% 111
2024
Q3 		$256K Sell
2,232
-262
-11% -$28.8K 0.07% 92
2024
Q2 		$261K Sell
2,494
-565
-18% -$58.7K 0.08% 82
2024
Q1 		$322K Sell
3,059
-608
-17% -$62.4K 0.11% 70
2023
Q4 		$368K Sell
3,667
-347
-9% -$33.7K 0.14% 62
2023
Q3 		$383K Sell
4,014
-143
-3% -$14K 0.17% 59
2023
Q2 		$407K Sell
4,157
-768
-16% -$75.5K 0.17% 60
2023
Q1 		$476K Sell
4,925
-1,172
-19% -$112K 0.23% 51
2022
Q4 		$579K Sell
6,097
-697
-10% -$65.4K 0.36% 45
2022
Q3 		$601K Sell
6,794
-421
-6% -$40.2K 0.41% 42
2022
Q2 		$756K Hold
7,215
– – 0.47% 39
2022
Q1 		$756K Sell
7,215
-105
-1% -$10.8K 0.52% 34
2021
Q4 		$792K Sell
7,320
-483
-6% -$51.1K 0.46% 39
2021
Q3 		$801K Sell
7,803
-432
-5% -$45.5K 0.52% 36
2021
Q2 		$847K Sell
8,235
-607
-7% -$62K 0.6% 30
2021
Q1 		$872K Sell
8,842
-5,691
-39% -$552K 0.78% 28
2020
Q4 		$1.41M Buy
+14,533
New +$1.37M 1.25% 16

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 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

Safeguard Investment Advisory Group's ACWV Position: Q2 2026 in Review

Safeguard Investment Advisory Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026, closing a stake of 1,739 shares — an estimated $208K sold.

Safeguard Investment Advisory Group first reported a position in ACWV in Q4 2020 and held it in 22 quarters. The position peaked at $1.41M in Q4 2020. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Safeguard Investment Advisory Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,739 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $208K.
  • Safeguard Investment Advisory Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and held it in 22 quarters.
  • Safeguard Investment Advisory Group's iShares MSCI Global Min Vol Factor ETF position peaked at $1.41M in Q4 2020.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.