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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
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

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SYM Financial Corp's ACWV Position: Q1 2026 in Review

SYM Financial Corp increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 6.7% in Q1 2026, buying an estimated $367K and bringing the position to 48,238 shares worth $5.76M. The position accounts for 0.58% of the portfolio, ranked #16.

SYM Financial Corp first reported a position in ACWV in Q4 2018 and has held it in 24 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

  • SYM Financial Corp held 48,238 shares of iShares MSCI Global Min Vol Factor ETF worth $5.76M as of Q1 2026.
  • SYM Financial Corp bought 3,031 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $367K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.58% of SYM Financial Corp's portfolio in Q1 2026, its #16 holding.
  • SYM Financial Corp first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2018 and has held it in 24 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.