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

Summit Financial’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 		$623K Sell
5,178
-65
-1% -$7.86K 0.01% 1019
2026
Q1 		$627K Sell
5,243
-275
-5% -$33.3K 0.01% 933
2025
Q4 		$655K Sell
5,518
-1,345
-20% -$161K 0.01% 804
2025
Q3 		$823K Sell
6,863
-455
-6% -$54K 0.01% 709
2025
Q2 		$868K Sell
7,318
-223
-3% -$26K 0.02% 441
2025
Q1 		$878K Sell
7,541
-11,765
-61% -$1.33M 0.02% 397
2024
Q4 		$2.11M Sell
19,306
-6,112
-24% -$692K 0.07% 203
2024
Q3 		$2.91M Sell
25,418
-50
-0.2% -$5.5K 0.11% 142
2024
Q2 		$2.66M Buy
25,468
+232
+0.9% +$24.1K 0.12% 119
2024
Q1 		$2.66M Buy
25,236
+70
+0.3% +$7.18K 0.16% 85
2023
Q4 		$2.53M Buy
25,166
+23
+0.1% +$2.23K 0.17% 85
2023
Q3 		$2.4M Sell
25,143
-7,730
-24% -$756K 0.18% 79
2023
Q2 		$3.22M Sell
32,873
-10,198
-24% -$1M 0.24% 61
2023
Q1 		$4.17M Sell
43,071
-2,441
-5% -$233K 0.36% 30
2022
Q4 		$4.32M Buy
45,512
+6,177
+16% +$579K 0.41% 26
2022
Q3 		$3.48M Buy
39,335
+125
+0.3% +$11.9K 0.33% 36
2022
Q2 		$3.71M Sell
39,210
-5,075
-11% -$503K 0.35% 33
2022
Q1 		$4.64M Sell
44,285
-11,502
-21% -$1.19M 0.36% 27
2021
Q4 		$6.04M Hold
55,787
– – 0.46% 23
2021
Q3 		$5.73M Buy
55,787
+10,270
+23% +$1.08M 0.49% 23
2021
Q2 		$4.68M Buy
+45,517
New +$4.65M 0.46% 21

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

Summit Financial's ACWV Position: Q2 2026 in Review

Summit Financial reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 1.2% in Q2 2026, selling an estimated $7.86K and leaving 5,178 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #1019.

Summit Financial first reported a position in ACWV in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.04M in Q4 2021. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Summit Financial held 5,178 shares of iShares MSCI Global Min Vol Factor ETF worth $623K as of Q2 2026.
  • Summit Financial sold 65 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $7.86K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1019 holding.
  • Summit Financial first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's iShares MSCI Global Min Vol Factor ETF position peaked at $6.04M in Q4 2021.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.