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

Sequoia Financial Advisors’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	$8.2M	Sell	68,179 -10,587	-13%	-$1.28M	0.04%	254
2026 Q1	$9.41M	Buy	78,766 +1,108	+1%	+$134K	0.05%	215
2025 Q4	$9.22M	Buy	77,658 +1,552	+2%	+$186K	0.05%	214
2025 Q3	$9.13M	Buy	76,106 +3,338	+5%	+$396K	0.06%	210
2025 Q2	$8.63M	Buy	72,768 +62,013	+577%	+$7.22M	0.06%	205
2025 Q1	$1.25M	Buy	+10,755	New	+$1.22M	0.01%	549

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

Sequoia Financial Advisors's ACWV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 13% in Q2 2026, selling an estimated $1.28M and leaving 68,179 shares worth $8.2M. The position accounts for 0.04% of the portfolio, ranked #254.

Sequoia Financial Advisors first reported a position in ACWV in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.41M in Q1 2026. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Sequoia Financial Advisors held 68,179 shares of iShares MSCI Global Min Vol Factor ETF worth $8.2M as of Q2 2026.
Sequoia Financial Advisors sold 10,587 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $1.28M.
iShares MSCI Global Min Vol Factor ETF made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #254 holding.
Sequoia Financial Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
Sequoia Financial Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $9.41M in Q1 2026.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.