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Steward Partners Investment Advisory’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Steward Partners Investment Advisory’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 		$325K Buy
2,706
+348
+15% +$42.1K ﹤0.01% 1958
2026
Q1 		$282K Sell
2,358
-9
-0.4% -$1.09K ﹤0.01% 1830
2025
Q4 		$281K Sell
2,367
-464
-16% -$55.5K ﹤0.01% 1745
2025
Q3 		$339K Sell
2,831
-252
-8% -$29.9K ﹤0.01% 1585
2025
Q2 		$366K Sell
3,083
-350
-10% -$40.8K ﹤0.01% 1449
2025
Q1 		$399K Sell
3,433
-582
-14% -$65.8K ﹤0.01% 1314
2024
Q4 		$438K Buy
4,015
+1,266
+46% +$143K ﹤0.01% 1227
2024
Q3 		$315K Buy
2,749
+130
+5% +$14.3K ﹤0.01% 1310
2024
Q2 		$274K Buy
2,619
+18
+0.7% +$1.87K ﹤0.01% 1311
2024
Q1 		$274K Hold
2,601
– – ﹤0.01% 1299
2023
Q4 		$261K Buy
2,601
+19
+0.7% +$1.84K ﹤0.01% 1269
2023
Q3 		$246K Sell
2,582
-2,531
-50% -$248K ﹤0.01% 1192
2023
Q2 		$501K Sell
5,113
-610
-11% -$59.9K 0.01% 935
2023
Q1 		$554K Sell
5,723
-710
-11% -$67.7K 0.01% 886
2022
Q4 		$611K Sell
6,433
-316
-5% -$29.6K 0.01% 823
2022
Q3 		$598K Sell
6,749
-1,737
-20% -$166K 0.01% 799
2022
Q2 		$802K Sell
8,486
-365
-4% -$36.2K 0.01% 708
2022
Q1 		$928K Sell
8,851
-86
-1% -$8.87K 0.01% 702
2021
Q4 		$968K Sell
8,937
-95
-1% -$10K 0.01% 707
2021
Q3 		$928K Sell
9,032
-104
-1% -$10.9K 0.02% 687
2021
Q2 		$940K Sell
9,136
-207
-2% -$21.1K 0.02% 696
2021
Q1 		$922K Sell
9,343
-2,212
-19% -$215K 0.02% 673
2020
Q4 		$1.12M Sell
11,555
-811
-7% -$76.7K 0.02% 527
2020
Q3 		$1.14M Sell
12,366
-11,090
-47% -$1.01M 0.03% 449
2020
Q2 		$2.05M Buy
23,456
+494
+2% +$42.8K 0.06% 301
2020
Q1 		$1.84M Buy
22,962
+20,626
+883% +$1.9M 0.07% 274
2019
Q4 		$223K Buy
2,336
+911
+64% +$86.7K 0.01% 848
2019
Q3 		$135K Buy
1,425
+1,200
+533% +$112K ﹤0.01% 971
2019
Q2 		$20K Buy
+225
New +$20.3K ﹤0.01% 1701
2018
Q3 		– Sell
-639
Closed -$53K – 2584
2018
Q2 		$53K Buy
+639
New +$53.5K ﹤0.01% 1078

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

Steward Partners Investment Advisory's ACWV Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 15% in Q2 2026, buying an estimated $42.1K and bringing the position to 2,706 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

Steward Partners Investment Advisory first reported a position in ACWV in Q2 2018 and has held it in 30 quarters since. The position peaked at $2.05M in Q2 2020. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Steward Partners Investment Advisory held 2,706 shares of iShares MSCI Global Min Vol Factor ETF worth $325K as of Q2 2026.
  • Steward Partners Investment Advisory bought 348 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $42.1K.
  • iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1958 holding.
  • Steward Partners Investment Advisory first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2018 and has held it in 30 quarters since.
  • Steward Partners Investment Advisory's iShares MSCI Global Min Vol Factor ETF position peaked at $2.05M in Q2 2020.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.