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

Smallwood Wealth Investment 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
2025
Q2 		– Sell
-10
Closed -$1.16K – 568
2025
Q1 		$1.16K Buy
+10
New +$1.13K ﹤0.01% 416

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Smallwood Wealth Investment Management's ACWV Position: Q2 2025 in Review

Smallwood Wealth Investment Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2025, closing a stake of 10 shares — an estimated $1.16K sold.

Smallwood Wealth Investment Management first reported a position in ACWV in Q1 2025 and held it in 1 quarter. The position peaked at $1.16K in Q1 2025. 320 funds tracked by Wall St. Rank hold ACWV as of Q2 2025.

  • Smallwood Wealth Investment Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 10 iShares MSCI Global Min Vol Factor ETF shares in Q2 2025, an estimated $1.16K.
  • Smallwood Wealth Investment Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's iShares MSCI Global Min Vol Factor ETF position peaked at $1.16K in Q1 2025.
  • 320 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2025, filed 3 Oct 2025.