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Silver Oak Securities’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Silver Oak Securities’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 		$526K Sell
4,378
-1,287
-23% -$156K 0.03% 453
2026
Q1 		$677K Sell
5,665
-221
-4% -$26.8K 0.05% 349
2025
Q4 		$702K Buy
5,886
+1,049
+22% +$125K 0.05% 366
2025
Q3 		$580K Sell
4,837
-123
-2% -$14.6K 0.04% 382
2025
Q2 		$588K Buy
4,960
+29
+0.6% +$3.38K 0.05% 371
2025
Q1 		$570K Buy
4,931
+97
+2% +$11K 0.05% 346
2024
Q4 		$527K Buy
4,834
+2,101
+77% +$238K 0.05% 366
2024
Q3 		$314K Hold
2,733
– – 0.03% 420
2024
Q2 		$286K Sell
2,733
-2
-0.1% -$208 0.04% 300
2024
Q1 		$288K Sell
2,735
-258
-9% -$26.5K 0.04% 304
2023
Q4 		$300K Buy
2,993
+110
+4% +$10.7K 0.04% 377
2023
Q3 		$275K Sell
2,883
-10
-0.3% -$978 0.06% 243
2023
Q2 		$284K Sell
2,893
-15
-0.5% -$1.47K 0.05% 356
2023
Q1 		$281K Sell
2,908
-104
-3% -$9.91K 0.05% 298
2022
Q4 		$286K Buy
3,012
+129
+4% +$12.1K 0.05% 237
2022
Q3 		$275K Sell
2,883
-360
-11% -$34.4K 0.06% 243
2022
Q2 		$310K Sell
3,243
-1,204
-27% -$119K 0.07% 192
2022
Q1 		$476K Buy
+4,447
New +$459K 0.1% 168

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

Silver Oak Securities's ACWV Position: Q2 2026 in Review

Silver Oak Securities reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 23% in Q2 2026, selling an estimated $156K and leaving 4,378 shares worth $526K. The position accounts for 0.03% of the portfolio, ranked #453.

Silver Oak Securities first reported a position in ACWV in Q1 2022 and has held it in 18 quarters since. The position peaked at $702K in Q4 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Silver Oak Securities held 4,378 shares of iShares MSCI Global Min Vol Factor ETF worth $526K as of Q2 2026.
  • Silver Oak Securities sold 1,287 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $156K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #453 holding.
  • Silver Oak Securities first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's iShares MSCI Global Min Vol Factor ETF position peaked at $702K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.