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

Sunrise Financial Services’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 		$228K Sell
1,894
-84
-4% -$10.2K 0.14% 63
2026
Q1 		$236K Sell
1,978
-3,180
-62% -$385K 0.17% 56
2025
Q4 		$612K Buy
+5,158
New +$617K 0.46% 26

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

Sunrise Financial Services's ACWV Position: Q2 2026 in Review

Sunrise Financial Services reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 4.2% in Q2 2026, selling an estimated $10.2K and leaving 1,894 shares worth $228K. The position accounts for 0.14% of the portfolio, ranked #63.

Sunrise Financial Services first reported a position in ACWV in Q4 2025 and has held it in 3 quarters since. The position peaked at $612K in Q4 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Sunrise Financial Services held 1,894 shares of iShares MSCI Global Min Vol Factor ETF worth $228K as of Q2 2026.
  • Sunrise Financial Services sold 84 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $10.2K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.14% of Sunrise Financial Services's portfolio in Q2 2026, its #63 holding.
  • Sunrise Financial Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's iShares MSCI Global Min Vol Factor ETF position peaked at $612K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

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