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Syntegra Private Wealth Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Syntegra Private Wealth Group’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 		$207K Sell
1,723
-73
-4% -$8.82K 0.02% 195
2026
Q1 		$215K Sell
1,796
-59
-3% -$7.15K 0.02% 180
2025
Q4 		$220K Sell
1,855
-504
-21% -$60.2K 0.02% 180
2025
Q3 		$283K Sell
2,359
-17
-0.7% -$2.02K 0.03% 154
2025
Q2 		$282K Buy
2,376
+34
+1% +$3.96K 0.03% 151
2025
Q1 		$273K Sell
2,342
-3
-0.1% -$339 0.03% 139
2024
Q4 		$256K Sell
2,345
-804
-26% -$91K 0.03% 135
2024
Q3 		$361K Sell
3,149
-442
-12% -$48.6K 0.04% 107
2024
Q2 		$376K Sell
3,591
-545
-13% -$56.6K 0.05% 97
2024
Q1 		$435K Sell
4,136
-316
-7% -$32.4K 0.06% 81
2023
Q4 		$447K Sell
4,452
-231,763
-98% -$22.5M 0.06% 70
2023
Q3 		$22.5M Buy
236,215
+11,593
+5% +$1.13M 3.54% 8
2023
Q2 		$22M Buy
224,622
+24,688
+12% +$2.43M 3.37% 8
2023
Q1 		$19.3M Buy
199,934
+11,967
+6% +$1.14M 3.44% 8
2022
Q4 		$17.9M Buy
+187,967
New +$17.6M 3.58% 8

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
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 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

Syntegra Private Wealth Group's ACWV Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 4.1% in Q2 2026, selling an estimated $8.82K and leaving 1,723 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #195.

Syntegra Private Wealth Group first reported a position in ACWV in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.5M in Q3 2023. 130 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Syntegra Private Wealth Group held 1,723 shares of iShares MSCI Global Min Vol Factor ETF worth $207K as of Q2 2026.
  • Syntegra Private Wealth Group sold 73 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $8.82K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.02% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #195 holding.
  • Syntegra Private Wealth Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Syntegra Private Wealth Group's iShares MSCI Global Min Vol Factor ETF position peaked at $22.5M in Q3 2023.
  • 130 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.