SPC
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Sigma Planning Corp’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Sigma Planning Corp’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 		$250K Buy
+2,083
New +$252K 0.01% 1209
2026
Q1 		– Sell
-1,946
Closed -$231K – 1310
2025
Q4 		$231K Buy
1,946
+267
+16% +$31.9K 0.01% 1144
2025
Q3 		$201K Buy
+1,679
New +$199K 0.01% 1215
2025
Q1 		– Sell
-2,339
Closed -$255K – 1204
2024
Q4 		$255K Sell
2,339
-1,858
-44% -$210K 0.01% 994
2024
Q3 		$481K Sell
4,197
-353
-8% -$38.8K 0.01% 758
2024
Q2 		$476K Sell
4,550
-57
-1% -$5.92K 0.02% 745
2024
Q1 		$485K Buy
+4,607
New +$473K 0.02% 774
2023
Q4 		– Sell
-37,544
Closed -$3.58M – 848
2023
Q3 		$3.58M Buy
37,544
+620
+2% +$60.7K 0.13% 153
2023
Q2 		$3.62M Sell
36,924
-8,510
-19% -$836K 0.13% 158
2023
Q1 		$4.4M Sell
45,434
-2,617
-5% -$249K 0.15% 147
2022
Q4 		$4.57M Sell
48,051
-1,967
-4% -$185K 0.16% 134
2022
Q3 		$4.43M Buy
50,018
+453
+0.9% +$43.3K 0.17% 131
2022
Q2 		$4.68M Sell
49,565
-4,480
-8% -$444K 0.16% 133
2022
Q1 		$5.67M Sell
54,045
-715
-1% -$73.8K 0.17% 119
2021
Q4 		$5.93M Buy
54,760
+875
+2% +$92.5K 0.17% 124
2021
Q3 		$5.54M Buy
53,885
+2,506
+5% +$264K 0.17% 129
2021
Q2 		$5.29M Sell
51,379
-698
-1% -$71.3K 0.16% 141
2021
Q1 		$5.14M Sell
52,077
-2,830
-5% -$275K 0.16% 146
2020
Q4 		$5.32M Sell
54,907
-5,524
-9% -$522K 0.18% 123
2020
Q3 		$5.55M Buy
60,431
+17,120
+40% +$1.56M 0.22% 96
2020
Q2 		$3.79M Buy
43,311
+4,000
+10% +$346K 0.17% 136
2020
Q1 		$3.16M Sell
39,311
-73,860
-65% -$6.81M 0.19% 116
2019
Q4 		$10.8M Buy
113,171
+2,491
+2% +$237K 0.46% 35
2019
Q3 		$10.5M Buy
110,680
+90,900
+460% +$8.48M 0.5% 31
2019
Q2 		$1.82M Buy
19,780
+41
+0.2% +$3.7K 0.09% 234
2019
Q1 		$1.77M Buy
19,739
+1,605
+9% +$138K 0.1% 215
2018
Q4 		$1.47M Sell
18,134
-3,893
-18% -$329K 0.11% 201
2018
Q3 		$1.94M Sell
22,027
-1,835
-8% -$158K 0.11% 191
2018
Q2 		$1.98M Buy
23,862
+521
+2% +$43.6K 0.13% 179
2018
Q1 		$1.96M Sell
23,341
-1,168
-5% -$98.7K 0.14% 169
2017
Q4 		$2.07M Buy
24,509
+144
+0.6% +$12K 0.16% 158
2017
Q3 		$1.98M Buy
24,365
+1,352
+6% +$109K 0.16% 156
2017
Q2 		$1.82M Buy
23,013
+2,251
+11% +$178K 0.17% 154
2017
Q1 		$1.6M Buy
20,762
+4,199
+25% +$316K 0.16% 167
2016
Q4 		$1.2M Sell
16,563
-2,719
-14% -$199K 0.13% 184
2016
Q3 		$1.47M Buy
19,282
+3,530
+22% +$271K 0.17% 141
2016
Q2 		$1.2M Buy
15,752
+10,638
+208% +$788K 0.16% 160
2016
Q1 		$376K Sell
5,114
-8,599
-63% -$595K 0.05% 381
2015
Q4 		$950K Buy
+13,713
New +$957K 0.13% 183

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sigma Planning Corp's ACWV Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026: 2,083 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #1209 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in ACWV as recently as Q4 2025.

Sigma Planning Corp first reported a position in ACWV in Q4 2015 and has held it in 39 quarters since. The position peaked at $10.8M in Q4 2019. 174 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Sigma Planning Corp held 2,083 shares of iShares MSCI Global Min Vol Factor ETF worth $250K as of Q2 2026.
  • iShares MSCI Global Min Vol Factor ETF was a new Sigma Planning Corp position in Q2 2026.
  • iShares MSCI Global Min Vol Factor ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1209 holding.
  • Sigma Planning Corp first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2015 and has held it in 39 quarters since.
  • Sigma Planning Corp's iShares MSCI Global Min Vol Factor ETF position peaked at $10.8M in Q4 2019.
  • 174 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.