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

Sherman 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 		$257K Buy
2,135
+19
+0.9% +$2.3K 0.19% 74
2026
Q1 		$253K Sell
2,116
-19
-0.9% -$2.3K 0.22% 69
2025
Q4 		$253K Buy
+2,135
New +$255K 0.22% 69

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
TC
Tacita Capital Toronto, Ontario, Canada $184M AUM 26.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Sherman Wealth Management increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.9% in Q2 2026, buying an estimated $2.3K and bringing the position to 2,135 shares worth $257K. The position accounts for 0.19% of the portfolio, ranked #74.

Sherman Wealth Management first reported a position in ACWV in Q4 2025 and has held it in 3 quarters since. 188 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Sherman Wealth Management held 2,135 shares of iShares MSCI Global Min Vol Factor ETF worth $257K as of Q2 2026.
  • Sherman Wealth Management bought 19 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $2.3K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.19% of Sherman Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Sherman 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.
  • 188 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

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