Stanich Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Stanich Group’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	$345K	Sell	2,811 -13	-0.5%	-$1.62K	0.17%	45
2026 Q2	$339K	Sell	2,824 -372	-12%	-$45K	0.21%	34
2026 Q1	$382K	Buy	3,196 +1	+0%	+$121	0.29%	32
2025 Q4	$379K	Sell	3,195 -121	-4%	-$14.5K	0.29%	31
2025 Q3	$398K	Sell	3,316 -55	-2%	-$6.53K	0.24%	40
2025 Q2	$397K	Sell	3,371 -34	-1%	-$3.96K	0.36%	28
2025 Q1	$396K	Sell	3,405 -398	-10%	-$45K	0.29%	36
2024 Q4	$415K	Buy	+3,803	New	+$431K	0.31%	37

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

HOWA

Hudson Oak Wealth Advisory Hoboken, New Jersey $130M AUM 20.86% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $284M AUM 6.12% 1-Year Est. Return

Stanich Group's ACWV Position: Q3 2026 in Review

Stanich Group reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.46% in Q3 2026, selling an estimated $1.62K and leaving 2,811 shares worth $345K. The position accounts for 0.17% of the portfolio, ranked #45.

Stanich Group first reported a position in ACWV in Q4 2024 and has held it in 8 quarters since. The position peaked at $415K in Q4 2024. 57 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

Stanich Group held 2,811 shares of iShares MSCI Global Min Vol Factor ETF worth $345K as of Q3 2026.
Stanich Group sold 13 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $1.62K.
iShares MSCI Global Min Vol Factor ETF made up 0.17% of Stanich Group's portfolio in Q3 2026, its #45 holding.
Stanich Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and has held it in 8 quarters since.
Stanich Group's iShares MSCI Global Min Vol Factor ETF position peaked at $415K in Q4 2024.
57 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.