Spire Wealth Management
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
Q3 		$96.6K Hold
787
– – ﹤0.01% 955
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 		$93.4K 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

Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dorval Corp
Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Ackerman Capital Advisors
Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Spire Wealth Management's ACWV Position: Q3 2026 in Review

Spire Wealth Management held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2026 at 787 shares worth $96.6K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Spire Wealth Management first reported a position in ACWV in Q1 2021 and has held it in 23 quarters since. The position peaked at $267K in Q1 2024. 159 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

  • Spire Wealth Management held 787 shares of iShares MSCI Global Min Vol Factor ETF worth $96.6K as of Q3 2026.
  • Spire Wealth Management left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #955 holding.
  • Spire Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $267K in Q1 2024.
  • 159 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.