SYM Financial Corp
ACWV icon

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

SYM Financial Corp’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
Q3 		$6.08M Buy
49,575
+614
+1% +$76.6K 0.46% 19
2026
Q2 		$5.89M Buy
48,961
+723
+1% +$87.4K 0.47% 18
2026
Q1 		$5.76M Buy
48,238
+3,031
+7% +$367K 0.58% 16
2025
Q4 		$5.37M Buy
45,207
+2,834
+7% +$339K 0.55% 20
2025
Q3 		$5.08M Buy
42,373
+2,563
+6% +$304K 0.54% 18
2025
Q2 		$4.72M Buy
39,810
+717
+2% +$83.5K 0.53% 18
2025
Q1 		$4.55M Buy
39,093
+1,594
+4% +$180K 0.56% 18
2024
Q4 		$4.09M Buy
37,499
+309
+0.8% +$35K 0.53% 20
2024
Q3 		$4.26M Buy
37,190
+544
+1% +$59.9K 0.57% 15
2024
Q2 		$3.83M Buy
36,646
+2,024
+6% +$210K 0.61% 16
2024
Q1 		$3.64M Buy
34,622
+6,510
+23% +$668K 0.6% 15
2023
Q4 		$2.82M Buy
28,112
+5,358
+24% +$520K 0.46% 19
2023
Q3 		$2.17M Buy
22,754
+2,282
+11% +$223K 0.39% 20
2023
Q2 		$2.01M Buy
20,472
+999
+5% +$98.2K 0.41% 17
2023
Q1 		$1.88M Sell
19,473
-801
-4% -$76.3K 0.42% 19
2022
Q4 		$1.93M Buy
20,274
+1,521
+8% +$143K 0.46% 16
2022
Q3 		$1.66M Buy
18,753
+2,389
+15% +$228K 0.8% 19
2022
Q2 		$1.55M Buy
16,364
+6,817
+71% +$675K 0.73% 14
2022
Q1 		$1M Buy
9,547
+2,970
+45% +$306K 0.43% 17
2021
Q4 		$712K Buy
6,577
+560
+9% +$59.2K 0.28% 19
2021
Q3 		$618K Buy
6,017
+1,139
+23% +$120K 0.36% 17
2021
Q2 		$502K Buy
4,878
+1,072
+28% +$110K 0.29% 16
2021
Q1 		$375K Buy
3,806
+835
+28% +$81K 0.22% 21
2020
Q4 		$288K Sell
2,971
-1
-0% -$95 0.21% 24
2020
Q3 		$273K Buy
+2,972
New +$272K 0.2% 19
2019
Q1 		– Sell
-13,688
Closed -$1.11M – 67
2018
Q4 		$1.11M Buy
+13,688
New +$1.16M 0.44% 14

Other funds holding ACWV

Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Dorval Corp
Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Ackerman Capital Advisors
Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
IRON Financial
IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

SYM Financial Corp's ACWV Position: Q3 2026 in Review

SYM Financial Corp increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 1.3% in Q3 2026, buying an estimated $76.6K and bringing the position to 49,575 shares worth $6.08M. The position accounts for 0.46% of the portfolio, ranked #19.

SYM Financial Corp first reported a position in ACWV in Q4 2018 and has held it in 26 quarters since. 111 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

  • SYM Financial Corp held 49,575 shares of iShares MSCI Global Min Vol Factor ETF worth $6.08M as of Q3 2026.
  • SYM Financial Corp bought 614 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $76.6K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.46% of SYM Financial Corp's portfolio in Q3 2026, its #19 holding.
  • SYM Financial Corp first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2018 and has held it in 26 quarters since.
  • 111 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.