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

Summit 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
2025
Q3 		– Sell
-3,539
Closed -$420K – 213
2025
Q2 		$420K Sell
3,539
-186
-5% -$21.7K 0.08% 146
2025
Q1 		$433K Hold
3,725
– – 0.09% 137
2024
Q4 		$407K Sell
3,725
-1,269
-25% -$144K 0.08% 138
2024
Q3 		$572K Buy
4,994
+201
+4% +$22.1K 0.11% 130
2024
Q2 		$502K Buy
4,793
+35
+0.7% +$3.64K 0.1% 134
2024
Q1 		$501K Hold
4,758
– – 0.11% 131
2023
Q4 		$478K Buy
4,758
+60
+1% +$5.82K 0.11% 122
2023
Q3 		$448K Sell
4,698
-290
-6% -$28.4K 0.11% 117
2023
Q2 		$489K Buy
4,988
+35
+0.7% +$3.44K 0.12% 107
2023
Q1 		$479K Sell
4,953
-201
-4% -$19.2K 0.12% 106
2022
Q4 		$490K Buy
5,154
+248
+5% +$23.3K 0.13% 110
2022
Q3 		$434K Hold
4,906
– – 0.12% 99
2022
Q2 		$464K Sell
4,906
-385
-7% -$38.1K 0.12% 97
2022
Q1 		$555K Buy
5,291
+420
+9% +$43.3K 0.13% 87
2021
Q4 		$527K Buy
4,871
+40
+0.8% +$4.23K 0.11% 91
2021
Q3 		$496K Hold
4,831
– – 0.12% 90
2021
Q2 		$497K Buy
4,831
+34
+0.7% +$3.47K 0.12% 94
2021
Q1 		$473K Hold
4,797
– – 0.12% 92
2020
Q4 		$465K Buy
4,797
+30
+0.6% +$2.84K 0.13% 88
2020
Q3 		$438K Hold
4,767
– – 0.13% 95
2020
Q2 		$418K Buy
4,767
+87
+2% +$7.53K 0.13% 96
2020
Q1 		$376K Hold
4,680
– – 0.15% 72
2019
Q4 		$448K Buy
+4,680
New +$445K 0.16% 70

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Summit Wealth Partners's ACWV Position: Q3 2025 in Review

Summit Wealth Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2025, closing a stake of 3,539 shares — an estimated $420K sold.

Summit Wealth Partners first reported a position in ACWV in Q4 2019 and held it in 23 quarters. The position peaked at $572K in Q3 2024. 306 funds tracked by Wall St. Rank hold ACWV as of Q3 2025.

  • Summit Wealth Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Summit Wealth Partners sold 3,539 iShares MSCI Global Min Vol Factor ETF shares in Q3 2025, an estimated $420K.
  • Summit Wealth Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and held it in 23 quarters.
  • Summit Wealth Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $572K in Q3 2024.
  • 306 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2025.

Based on Summit Wealth Partners's 13F filing for Q3 2025, filed 21 Oct 2025.