Selby Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Selby Wealth Management’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	$2.44M	Sell	20,281 -2,003	-9%	-$242K	0.86%	35
2026 Q1	$2.66M	Sell	22,284 -903	-4%	-$109K	1.05%	28
2025 Q4	$2.75M	Buy	+23,187	New	+$2.77M	1.11%	27

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Selby Wealth Management's ACWV Position: Q2 2026 in Review

Selby Wealth Management reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 9% in Q2 2026, selling an estimated $242K and leaving 20,281 shares worth $2.44M. The position accounts for 0.86% of the portfolio, ranked #35.

Selby Wealth Management first reported a position in ACWV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.75M in Q4 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Selby Wealth Management held 20,281 shares of iShares MSCI Global Min Vol Factor ETF worth $2.44M as of Q2 2026.
Selby Wealth Management sold 2,003 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $242K.
iShares MSCI Global Min Vol Factor ETF made up 0.86% of Selby Wealth Management's portfolio in Q2 2026, its #35 holding.
Selby Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
Selby Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $2.75M in Q4 2025.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Selby Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.