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Toth Financial Advisory’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Toth Financial Advisory’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
Q3 		$48.2K Hold
393
– – ﹤0.01% 389
2026
Q2 		$47.3K Hold
393
– – ﹤0.01% 391
2026
Q1 		$47K Buy
+393
New +$47.6K 0.01% 366

Other funds holding ACWV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Toth Financial Advisory's ACWV Position: Q3 2026 in Review

Toth Financial Advisory held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2026 at 393 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Toth Financial Advisory first reported a position in ACWV in Q1 2026 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

  • Toth Financial Advisory held 393 shares of iShares MSCI Global Min Vol Factor ETF worth $48.2K as of Q3 2026.
  • Toth Financial Advisory left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #389 holding.
  • Toth Financial Advisory first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.