SP
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Symmetry Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Symmetry 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
2026
Q2 		– Sell
-1,830
Closed -$219K – 296
2026
Q1 		$219K Hold
1,830
– – 0.01% 189
2025
Q4 		$217K Sell
1,830
-32
-2% -$3.83K 0.01% 184
2025
Q3 		$223K Sell
1,862
-168
-8% -$19.9K 0.02% 153
2025
Q2 		$241K Sell
2,030
-57
-3% -$6.64K 0.03% 125
2025
Q1 		$243K Sell
2,087
-643
-24% -$72.7K 0.03% 116
2024
Q4 		$298K Buy
+2,730
New +$309K 0.04% 101
2024
Q3 		– Sell
-250,953
Closed -$26.3M – 94
2024
Q2 		$26.3M Sell
250,953
-52,749
-17% -$5.48M 1.35% 20
2024
Q1 		$32M Sell
303,702
-22,902
-7% -$2.35M 2.5% 7
2023
Q4 		$32.7M Sell
326,604
-41,521
-11% -$4.03M 1.77% 16
2023
Q3 		$35.1M Sell
368,125
-48,881
-12% -$4.78M 1.9% 15
2023
Q2 		$40.9M Sell
417,006
-32,800
-7% -$3.22M 2.17% 13
2023
Q1 		$43.5M Buy
449,806
+7,834
+2% +$747K 2.4% 11
2022
Q4 		$42M Sell
441,972
-32,750
-7% -$3.07M 2.49% 10
2022
Q3 		$42M Buy
474,722
+6,337
+1% +$606K 2.83% 8
2022
Q2 		$44.3M Hold
468,385
– – 2.98% 8
2022
Q1 		$49.1M Sell
468,385
-16,702
-3% -$1.72M 3.09% 7
2021
Q4 		$52.5M Buy
485,087
+21,323
+5% +$2.25M 3.34% 6
2021
Q3 		$47.6M Sell
463,764
-19,768
-4% -$2.08M 3.13% 6
2021
Q2 		$49.7M Sell
483,532
-17,351
-3% -$1.77M 3.31% 5
2021
Q1 		$49.4M Buy
500,883
+1,590
+0.3% +$154K 3.55% 3
2020
Q4 		$48.4M Sell
499,293
-147,160
-23% -$13.9M 3.75% 2
2020
Q3 		$59.4M Sell
646,453
-8,083
-1% -$739K 5.06% 1
2020
Q2 		$57.3M Buy
+654,536
New +$56.7M 7.16% 1
2019
Q2 		– Sell
-617,510
Closed -$55.2M – 321
2019
Q1 		$55.2M Buy
+617,510
New +$53.1M 9.43% 1

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Symmetry Partners's ACWV Position: Q2 2026 in Review

Symmetry Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026, closing a stake of 1,830 shares — an estimated $219K sold.

Symmetry Partners first reported a position in ACWV in Q1 2019 and held it in 24 quarters. The position peaked at $59.4M in Q3 2020. 123 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Symmetry Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Symmetry Partners sold 1,830 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $219K.
  • Symmetry Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2019 and held it in 24 quarters.
  • Symmetry Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $59.4M in Q3 2020.
  • 123 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.