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Strategic Wealth Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Strategic Wealth Partners’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
Q1 		– Sell
-9
Closed -$1.07K – 1480
2025
Q4 		$1.07K Hold
9
– – ﹤0.01% 1276
2025
Q3 		$1.08K Buy
+9
New +$1.07K ﹤0.01% 1211

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Strategic Wealth Partners's ACWV Position: Q1 2026 in Review

Strategic Wealth Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2026, closing a stake of 9 shares — an estimated $1.07K sold.

Strategic Wealth Partners first reported a position in ACWV in Q3 2025 and held it in 2 quarters. The position peaked at $1.08K in Q3 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

  • Strategic Wealth Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 9 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $1.07K.
  • Strategic Wealth Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $1.08K in Q3 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.