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Syverson Strege & Co’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Syverson Strege & Co’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
2025
Q3 		– Sell
-1,850
Closed -$219K – 167
2025
Q2 		$219K Sell
1,850
-33
-2% -$3.84K 0.05% 152
2025
Q1 		$219K Sell
1,883
-79
-4% -$8.93K 0.07% 75
2024
Q4 		$214K Sell
1,962
-46
-2% -$5.21K 0.07% 74
2024
Q3 		$230K Sell
2,008
-191
-9% -$21K 0.08% 63
2024
Q2 		$230K Sell
2,199
-346
-14% -$36K 0.08% 71
2024
Q1 		$268K Sell
2,545
-14,160
-85% -$1.45M 0.1% 57
2023
Q4 		$1.68M Sell
16,705
-226
-1% -$21.9K 0.65% 18
2023
Q3 		$1.62M Buy
16,931
+284
+2% +$27.8K 0.72% 16
2023
Q2 		$1.63M Sell
16,647
-838
-5% -$82.3K 0.7% 15
2023
Q1 		$1.69M Sell
17,485
-123
-0.7% -$11.7K 0.72% 15
2022
Q4 		$1.67M Sell
17,608
-4,225
-19% -$396K 0.76% 15
2022
Q3 		$1.93M Sell
21,833
-1,618
-7% -$155K 0.98% 16
2022
Q2 		$2.22M Sell
23,451
-6,451
-22% -$639K 0.81% 20
2022
Q1 		$3.13M Buy
29,902
+1,238
+4% +$128K 3.41% 7
2021
Q4 		$3.1M Sell
28,664
-2,631
-8% -$278K 2.3% 10
2021
Q3 		$3.21M Sell
31,295
-295
-0.9% -$31.1K 2.56% 10
2021
Q2 		$3.25M Sell
31,590
-1,076
-3% -$110K 2.89% 6
2021
Q1 		$3.22M Sell
32,666
-19,943
-38% -$1.93M 3.35% 7
2020
Q4 		$5.1M Buy
+52,609
New +$4.97M 4.87% 4

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Syverson Strege & Co's ACWV Position: Q3 2025 in Review

Syverson Strege & Co sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2025, closing a stake of 1,850 shares — an estimated $219K sold.

Syverson Strege & Co first reported a position in ACWV in Q4 2020 and held it in 19 quarters. The position peaked at $5.1M in Q4 2020. 306 funds tracked by Wall St. Rank hold ACWV as of Q3 2025.

  • Syverson Strege & Co reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Syverson Strege & Co sold 1,850 iShares MSCI Global Min Vol Factor ETF shares in Q3 2025, an estimated $219K.
  • Syverson Strege & Co first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and held it in 19 quarters.
  • Syverson Strege & Co's iShares MSCI Global Min Vol Factor ETF position peaked at $5.1M in Q4 2020.
  • 306 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2025.

Based on Syverson Strege & Co's 13F filing for Q3 2025, filed 1 Dec 2025.