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

Summit Global Investments’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
2025 Q4	–	Sell	-6,222	Closed	-$746K	–	477
2025 Q3	$746K	Sell	6,222 -830	-12%	-$98.6K	0.04%	242
2025 Q2	$836K	Sell	7,052 -3,502	-33%	-$408K	0.05%	229
2025 Q1	$1.23M	Buy	+10,554	New	+$1.19M	0.09%	135
2024 Q2	–	Sell	-2,301	Closed	-$242K	–	490
2024 Q1	$242K	Buy	+2,301	New	+$236K	0.02%	448
2023 Q2	–	Sell	-8,869	Closed	-$858K	–	520
2023 Q1	$858K	Buy	+8,869	New	+$845K	0.07%	270
2022 Q2	–	Sell	-9,678	Closed	-$1.01M	–	452
2022 Q1	$1.01M	Buy	+9,678	New	+$998K	0.07%	236

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Summit Global Investments's ACWV Position: Q4 2025 in Review

Summit Global Investments sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2025, closing a stake of 6,222 shares — an estimated $746K sold.

Summit Global Investments first reported a position in ACWV in Q1 2022 and held it in 6 quarters. The position peaked at $1.23M in Q1 2025. 330 funds tracked by Wall St. Rank hold ACWV as of Q4 2025.

Summit Global Investments reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Summit Global Investments sold 6,222 iShares MSCI Global Min Vol Factor ETF shares in Q4 2025, an estimated $746K.
Summit Global Investments first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2022 and held it in 6 quarters.
Summit Global Investments's iShares MSCI Global Min Vol Factor ETF position peaked at $1.23M in Q1 2025.
330 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2025.

Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.