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SFMG Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

SFMG Wealth 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 		$252K Hold
2,099
– – 0.02% 277
2026
Q1 		$251K Hold
2,099
– – 0.02% 267
2025
Q4 		$249K Sell
2,099
-92
-4% -$11K 0.02% 264
2025
Q3 		$263K Buy
+2,191
New +$260K 0.02% 242

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $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

SFMG Wealth Advisors's ACWV Position: Q2 2026 in Review

SFMG Wealth Advisors held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 2,099 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #277.

SFMG Wealth Advisors first reported a position in ACWV in Q3 2025 and has held it in 4 quarters since. The position peaked at $263K in Q3 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • SFMG Wealth Advisors held 2,099 shares of iShares MSCI Global Min Vol Factor ETF worth $252K as of Q2 2026.
  • SFMG Wealth Advisors left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Global Min Vol Factor ETF made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #277 holding.
  • SFMG Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • SFMG Wealth Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $263K in Q3 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.