Strategic Financial Concepts’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Strategic Financial Concepts’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	–	Sell	-4,616	Closed	-$552K	–	241
2026 Q1	$552K	Buy	4,616 +534	+13%	+$64.7K	0.14%	151
2025 Q4	$485K	Buy	+4,082	New	+$488K	0.44%	60
2025 Q2	–	Sell	-5,342	Closed	-$622K	–	282
2025 Q1	$622K	Sell	5,342 -2,618	-33%	-$296K	0.12%	172
2024 Q4	$869K	Buy	+7,960	New	+$901K	0.17%	130
2024 Q3	–	Sell	-6,721	Closed	-$703K	–	249
2024 Q2	$703K	Sell	6,721 -1,380	-17%	-$143K	0.41%	63
2024 Q1	$853K	Buy	8,101 +1,393	+21%	+$143K	0.21%	114
2023 Q4	$673K	Sell	6,708 -1,588	-19%	-$154K	0.4%	67
2023 Q3	$792K	Hold	8,296	–	–	0.27%	91
2023 Q2	$813K	Sell	8,296 -594	-7%	-$58.4K	0.3%	86
2023 Q1	$860K	Buy	+8,890	New	+$847K	0.35%	73

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Strategic Financial Concepts's ACWV Position: Q2 2026 in Review

Strategic Financial Concepts sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026, closing a stake of 4,616 shares — an estimated $552K sold.

Strategic Financial Concepts first reported a position in ACWV in Q1 2023 and held it in 10 quarters. The position peaked at $869K in Q4 2024. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Strategic Financial Concepts reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 4,616 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $552K.
Strategic Financial Concepts first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2023 and held it in 10 quarters.
Strategic Financial Concepts's iShares MSCI Global Min Vol Factor ETF position peaked at $869K in Q4 2024.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.