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

Stewardship 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 Q3	$451K	Buy	3,677 +27	+0.7%	+$3.37K	0.09%	101
2026 Q2	$439K	Buy	3,650 +19	+0.5%	+$2.3K	0.09%	104
2026 Q1	$434K	Buy	3,631 +203	+6%	+$24.6K	0.1%	99
2025 Q4	$407K	Buy	3,428 +79	+2%	+$9.44K	0.09%	98
2025 Q3	$402K	Sell	3,349 -26	-0.8%	-$3.09K	0.1%	98
2025 Q2	$400K	Sell	3,375 -72	-2%	-$8.38K	0.1%	94
2025 Q1	$401K	Buy	3,447 +342	+11%	+$38.6K	0.11%	91
2024 Q4	$339K	Buy	3,105 +734	+31%	+$83.1K	0.09%	114
2024 Q3	$272K	Buy	+2,371	New	+$261K	0.08%	112

Other funds holding ACWV

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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

Stewardship Advisors's ACWV Position: Q3 2026 in Review

Stewardship Advisors increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.74% in Q3 2026, buying an estimated $3.37K and bringing the position to 3,677 shares worth $451K. The position accounts for 0.09% of the portfolio, ranked #101.

Stewardship Advisors first reported a position in ACWV in Q3 2024 and has held it in 9 quarters since. 175 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

Stewardship Advisors held 3,677 shares of iShares MSCI Global Min Vol Factor ETF worth $451K as of Q3 2026.
Stewardship Advisors bought 27 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $3.37K.
iShares MSCI Global Min Vol Factor ETF made up 0.09% of Stewardship Advisors's portfolio in Q3 2026, its #101 holding.
Stewardship Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2024 and has held it in 9 quarters since.
175 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.