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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
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 $108B AUM 26.14% 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 $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Safeguard Investment Advisory Group's ACWV Position: Q1 2026 in Review

Safeguard Investment Advisory Group held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q1 2026 at 1,739 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #133.

Safeguard Investment Advisory Group first reported a position in ACWV in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.41M in Q4 2020. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

  • Safeguard Investment Advisory Group held 1,739 shares of iShares MSCI Global Min Vol Factor ETF worth $208K as of Q1 2026.
  • Safeguard Investment Advisory Group left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI Global Min Vol Factor ETF made up 0.06% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #133 holding.
  • Safeguard Investment Advisory Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and has held it in 22 quarters since.
  • 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 Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.