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Soltis Investment Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Soltis Investment Advisors’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 		$233K Buy
1,941
+16
+0.8% +$1.93K 0.01% 581
2026
Q1 		$230K Hold
1,925
– – 0.01% 515
2025
Q4 		$229K Buy
1,925
+20
+1% +$2.39K 0.02% 471
2025
Q3 		$228K Hold
1,905
– – 0.02% 435
2025
Q2 		$226K Sell
1,905
-41
-2% -$4.77K 0.02% 364
2025
Q1 		$226K Buy
1,946
+59
+3% +$6.67K 0.02% 333
2024
Q4 		$206K Sell
1,887
-27
-1% -$3.06K 0.02% 352
2024
Q3 		$219K Buy
+1,914
New +$211K 0.02% 332
2024
Q1 		– Sell
-2,308
Closed -$232K – 297
2023
Q4 		$232K Sell
2,308
-473
-17% -$45.9K 0.03% 256
2023
Q3 		$265K Hold
2,781
– – 0.03% 232
2023
Q2 		$273K Buy
2,781
+15
+0.5% +$1.47K 0.03% 224
2023
Q1 		$268K Hold
2,766
– – 0.03% 223
2022
Q4 		$263K Buy
2,766
+22
+0.8% +$2.06K 0.03% 213
2022
Q3 		$243K Sell
2,744
-51
-2% -$4.88K 0.04% 203
2022
Q2 		$264K Buy
2,795
+15
+0.5% +$1.49K 0.04% 202
2022
Q1 		$291K Hold
2,780
– – 0.04% 205
2021
Q4 		$301K Buy
2,780
+18
+0.7% +$1.9K 0.04% 206
2021
Q3 		$284K Hold
2,762
– – 0.04% 199
2021
Q2 		$284K Buy
+2,762
New +$282K 0.05% 205

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

Soltis Investment Advisors's ACWV Position: Q2 2026 in Review

Soltis Investment Advisors increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.83% in Q2 2026, buying an estimated $1.93K and bringing the position to 1,941 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #581.

Soltis Investment Advisors first reported a position in ACWV in Q2 2021 and has held it in 19 quarters since. The position peaked at $301K in Q4 2021. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Soltis Investment Advisors held 1,941 shares of iShares MSCI Global Min Vol Factor ETF worth $233K as of Q2 2026.
  • Soltis Investment Advisors bought 16 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $1.93K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #581 holding.
  • Soltis Investment Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2021 and has held it in 19 quarters since.
  • Soltis Investment Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $301K in Q4 2021.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.