SWM
ACWV icon

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

Spire Wealth 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
2026
Q2 		$94.7K Hold
787
– – ﹤0.01% 992
2026
Q1 		$94.1K Hold
787
– – ﹤0.01% 976
2025
Q4 		$93.5K Hold
787
– – ﹤0.01% 1006
2025
Q3 		$94.4K Hold
787
– – ﹤0.01% 1005
2025
Q2 		$93.3K Sell
787
-432
-35% -$50.3K ﹤0.01% 994
2025
Q1 		$142K Hold
1,219
– – ﹤0.01% 918
2024
Q4 		$133K Hold
1,219
– – ﹤0.01% 940
2024
Q3 		$140K Sell
1,219
-450
-27% -$49.5K ﹤0.01% 823
2024
Q2 		$175K Sell
1,669
-867
-34% -$90.1K 0.01% 745
2024
Q1 		$267K Hold
2,536
– – ﹤0.01% 699
2023
Q4 		$256K Sell
2,536
-232
-8% -$22.5K 0.01% 695
2023
Q3 		$264K Buy
2,768
+1,006
+57% +$98.4K 0.01% 626
2023
Q2 		$173K Hold
1,762
– – 0.01% 772
2023
Q1 		$171K Buy
1,762
+1,669
+1,795% +$159K 0.01% 779
2022
Q4 		$9K Hold
93
– – ﹤0.01% 1639
2022
Q3 		$8K Sell
93
-1,822
-95% -$174K ﹤0.01% 1613
2022
Q2 		$181K Hold
1,915
– – 0.01% 804
2022
Q1 		$201K Hold
1,915
– – 0.01% 900
2021
Q4 		$207K Buy
1,915
+339
+22% +$35.8K ﹤0.01% 1072
2021
Q3 		$162K Hold
1,576
– – ﹤0.01% 1002
2021
Q2 		$162K Hold
1,576
– – ﹤0.01% 1006
2021
Q1 		$155K Buy
+1,576
New +$153K ﹤0.01% 1177

Other funds holding ACWV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return