SFS
ACWV icon

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

Searcy Financial Services’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 		– Sell
-228,748
Closed -$27.2M – 28
2025
Q4 		$27.2M Buy
228,748
+5,569
+2% +$666K 10.07% 4
2025
Q3 		$26.8M Buy
223,179
+3,076
+1% +$365K 10.17% 4
2025
Q2 		$26.1M Buy
220,103
+1,180
+0.5% +$137K 10.61% 3
2025
Q1 		$25.5M Buy
218,923
+5,688
+3% +$643K 11.02% 1
2024
Q4 		$23.3M Buy
213,235
+1,445
+0.7% +$164K 10.75% 4
2024
Q3 		$24.3M Buy
211,790
+2,574
+1% +$283K 11.38% 3
2024
Q2 		$21.9M Buy
209,216
+2,967
+1% +$308K 10.92% 3
2024
Q1 		$21.7M Buy
206,249
+5,952
+3% +$611K 11.05% 3
2023
Q4 		$20.1M Buy
200,297
+2,562
+1% +$249K 11.15% 4
2023
Q3 		$18.9M Buy
197,735
+3,602
+2% +$352K 11.4% 3
2023
Q2 		$19M Buy
194,133
+2,040
+1% +$200K 11.05% 4
2023
Q1 		$18.6M Buy
192,093
+2,004
+1% +$191K 11.46% 3
2022
Q4 		$18.1M Buy
190,089
+3,105
+2% +$291K 10.5% 3
2022
Q3 		$16.6M Sell
186,984
-53,119
-22% -$5.08M 10.49% 3
2022
Q2 		$22.7M Buy
240,103
+13,917
+6% +$1.38M 14.08% 1
2022
Q1 		$23.7M Buy
226,186
+10,146
+5% +$1.05M 13.91% 1
2021
Q4 		$23.4M Buy
216,040
+73,075
+51% +$7.73M 10.47% 2
2021
Q3 		$14.7M Buy
142,965
+2,241
+2% +$236K 8.97% 4
2021
Q2 		$14.5M Buy
140,724
+1,668
+1% +$170K 8.77% 4
2021
Q1 		$13.7M Buy
139,056
+3,173
+2% +$308K 8.69% 4
2020
Q4 		$13.2M Buy
135,883
+2,469
+2% +$233K 7.87% 5
2020
Q3 		$12.3M Buy
133,414
+52,802
+66% +$4.83M 9.17% 5
2020
Q2 		$7.06M Buy
80,612
+531
+0.7% +$46K 5.88% 10
2020
Q1 		$6.43M Sell
80,081
-70,266
-47% -$6.48M 9.13% 6
2019
Q4 		$14.4M Sell
150,347
-1,454
-1% -$138K 10.34% 4
2019
Q3 		$14.4M Sell
151,801
-2,158
-1% -$201K 10.66% 3
2019
Q2 		$14.2M Buy
153,959
+1,462
+1% +$132K 11.13% 4
2019
Q1 		$13.6M Buy
+152,497
New +$13.1M 11.19% 4

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

Searcy Financial Services's ACWV Position: Q1 2026 in Review

Searcy Financial Services sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2026, closing a stake of 228,748 shares — an estimated $27.2M sold.

Searcy Financial Services first reported a position in ACWV in Q1 2019 and held it in 28 quarters. The position peaked at $27.2M in Q4 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

  • Searcy Financial Services reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Searcy Financial Services sold 228,748 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $27.2M.
  • Searcy Financial Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2019 and held it in 28 quarters.
  • Searcy Financial Services's iShares MSCI Global Min Vol Factor ETF position peaked at $27.2M in Q4 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Searcy Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.