Triumph Capital Management
ACWV icon

Triumph Capital Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Triumph Capital 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
Q3 		$67.4K Buy
549
+1
+0.2% +$125 0.01% 607
2026
Q2 		$65.9K Sell
548
-550
-50% -$66.5K 0.01% 599
2026
Q1 		$131K Buy
1,098
+82
+8% +$9.9K 0.03% 407
2025
Q4 		$121K Buy
+1,016
New +$121K 0.03% 397

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BlackRock
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dorval Corp
Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Triumph Capital Management's ACWV Position: Q3 2026 in Review

Triumph Capital Management increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.18% in Q3 2026, buying an estimated $125 and bringing the position to 549 shares worth $67.4K. The position accounts for 0.01% of the portfolio, ranked #607.

Triumph Capital Management first reported a position in ACWV in Q4 2025 and has held it in 4 quarters since. The position peaked at $131K in Q1 2026. 269 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

  • Triumph Capital Management held 549 shares of iShares MSCI Global Min Vol Factor ETF worth $67.4K as of Q3 2026.
  • Triumph Capital Management bought 1 iShares MSCI Global Min Vol Factor ETF share in Q3 2026, an estimated $125.
  • iShares MSCI Global Min Vol Factor ETF made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #607 holding.
  • Triumph Capital Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's iShares MSCI Global Min Vol Factor ETF position peaked at $131K in Q1 2026.
  • 269 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.