Synergy Investment Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Synergy Investment Management’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	$28K	Buy	+224	New	+$27.1K	0.01%	469

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Synergy Investment Management's ACWV Position: Q2 2026 in Review

Synergy Investment Management opened a new position in iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026: 224 shares worth $28K. The stake represents 0.01% of the portfolio and ranks #469 among its holdings.

311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Synergy Investment Management held 224 shares of iShares MSCI Global Min Vol Factor ETF worth $28K as of Q2 2026.
iShares MSCI Global Min Vol Factor ETF was a new Synergy Investment Management position in Q2 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #469 holding.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.