SimplyRich’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.96M | Buy |
16,421
+315
| +2% | +$38.2K | 0.5% | 45 |
|
|
2025
Q4 | $1.91M | Buy |
16,106
+120
| +0.8% | +$14.3K | 0.5% | 46 |
|
|
2025
Q3 | $1.92M | Buy |
15,986
+1
| +0% | +$119 | 0.52% | 45 |
|
|
2025
Q2 | $1.9M | Buy |
15,985
+314
| +2% | +$36.6K | 0.53% | 46 |
|
|
2025
Q1 | $1.82M | Buy |
15,671
+605
| +4% | +$68.4K | 0.53% | 48 |
|
|
2024
Q4 | $1.65M | Buy |
15,066
+58
| +0.4% | +$6.57K | 0.47% | 53 |
|
|
2024
Q3 | $1.72M | Buy |
15,008
+2
| +0% | +$220 | 0.48% | 48 |
|
|
2024
Q2 | $1.57M | Sell |
15,006
-193
| -1% | -$20.1K | 0.5% | 47 |
|
|
2024
Q1 | $1.6M | Buy |
15,199
+809
| +6% | +$83K | 0.52% | 48 |
|
|
2023
Q4 | $1.44M | Buy |
+14,390
| New | +$1.4M | 0.5% | 47 |
|
|
2023
Q3 | – | Sell |
-14,619
| Closed | -$1.43M | – | 147 |
|
|
2023
Q2 | $1.43M | Buy |
14,619
+3,519
| +32% | +$346K | 0.51% | 47 |
|
|
2023
Q1 | $1.07M | Buy |
11,100
+724
| +7% | +$69K | 0.4% | 64 |
|
|
2022
Q4 | $985K | Sell |
10,376
-85
| -0.8% | -$7.97K | 0.39% | 67 |
|
|
2022
Q3 | $926K | Sell |
10,461
-200
| -2% | -$19.1K | 0.42% | 63 |
|
|
2022
Q2 | $1.01M | Buy |
10,661
+506
| +5% | +$50.1K | 0.42% | 63 |
|
|
2022
Q1 | $1.06M | Sell |
10,155
-175
| -2% | -$18.1K | 0.37% | 73 |
|
|
2021
Q4 | $1.12M | Buy |
10,330
+669
| +7% | +$70.7K | 0.37% | 71 |
|
|
2021
Q3 | $992K | Buy |
+9,661
| New | +$1.02M | 0.36% | 74 |
|
|
2021
Q2 | – | Sell |
-9,781
| Closed | -$965K | – | 162 |
|
|
2021
Q1 | $965K | Buy |
9,781
+2,251
| +30% | +$218K | 0.38% | 70 |
|
|
2020
Q4 | $730K | Sell |
7,530
-8
| -0.1% | -$756 | 0.33% | 74 |
|
|
2020
Q3 | $693K | Sell |
7,538
-12
| -0.2% | -$1.1K | 0.35% | 73 |
|
|
2020
Q2 | $658K | Sell |
7,550
-8,277
| -52% | -$716K | 0.36% | 73 |
|
|
2020
Q1 | $1.3M | Buy |
15,827
+6,541
| +70% | +$603K | 0.86% | 32 |
|
|
2019
Q4 | $889K | Buy |
9,286
+69
| +0.7% | +$6.57K | 0.45% | 60 |
|
|
2019
Q3 | $872K | Buy |
9,217
+120
| +1% | +$11.2K | 0.48% | 59 |
|
|
2019
Q2 | $838K | Buy |
+9,097
| New | +$821K | 0.46% | 60 |
|
|
2019
Q1 | – | Sell |
-12,913
| Closed | -$1.04M | – | 76 |
|
|
2018
Q4 | $1.04M | Sell |
12,913
-11,489
| -47% | -$970K | 0.96% | 34 |
|
|
2018
Q3 | $2.14M | Hold |
24,402
| – | – | 1.17% | 18 |
|
|
2018
Q2 | $2.03M | Buy |
24,402
+26
| +0.1% | +$2.18K | 1.16% | 18 |
|
|
2018
Q1 | $2.04M | Buy |
24,376
+25
| +0.1% | +$2.11K | 1.14% | 18 |
|
|
2017
Q4 | $2.05M | Buy |
+24,351
| New | +$2.03M | 1.15% | 19 |
|
Other funds holding ACWV
AL
SimplyRich's ACWV Position: Q1 2026 in Review
SimplyRich increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 2% in Q1 2026, buying an estimated $38.2K and bringing the position to 16,421 shares worth $1.96M. The position accounts for 0.5% of the portfolio, ranked #45.
SimplyRich first reported a position in ACWV in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.14M in Q3 2018. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.
- SimplyRich held 16,421 shares of iShares MSCI Global Min Vol Factor ETF worth $1.96M as of Q1 2026.
- SimplyRich bought 315 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $38.2K.
- iShares MSCI Global Min Vol Factor ETF made up 0.5% of SimplyRich's portfolio in Q1 2026, its #45 holding.
- SimplyRich first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and has held it in 31 quarters since.
- SimplyRich's iShares MSCI Global Min Vol Factor ETF position peaked at $2.14M in Q3 2018.
- 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.
Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.