TS Financial Group (TSFG)’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

TS Financial Group (TSFG)’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	-61	Closed	-$7K	–	818
2025 Q2	$7K	Hold	61	–	–	﹤0.01%	587
2025 Q1	$7K	Hold	61	–	–	﹤0.01%	572
2024 Q4	$7K	Hold	61	–	–	﹤0.01%	522
2024 Q3	$7K	Hold	61	–	–	﹤0.01%	536
2024 Q2	$6K	Hold	61	–	–	﹤0.01%	537
2024 Q1	$6K	Hold	61	–	–	﹤0.01%	527
2023 Q4	$6K	Hold	61	–	–	﹤0.01%	573
2023 Q3	$6K	Hold	61	–	–	﹤0.01%	611
2023 Q2	$6K	Hold	61	–	–	﹤0.01%	617
2023 Q1	$6K	Hold	61	–	–	﹤0.01%	600
2022 Q4	$6K	Hold	61	–	–	﹤0.01%	602
2022 Q3	$5K	Hold	61	–	–	﹤0.01%	621
2022 Q2	$6K	Hold	61	–	–	﹤0.01%	604
2022 Q1	$6K	Hold	61	–	–	﹤0.01%	610
2021 Q4	$7K	Hold	61	–	–	﹤0.01%	614
2021 Q3	$6K	Hold	61	–	–	﹤0.01%	622
2021 Q2	$6K	Hold	61	–	–	﹤0.01%	625
2021 Q1	$6K	Hold	61	–	–	﹤0.01%	554
2020 Q4	$6K	Hold	61	–	–	﹤0.01%	568
2020 Q3	$6K	Hold	61	–	–	﹤0.01%	510
2020 Q2	$5K	Hold	61	–	–	﹤0.01%	528
2020 Q1	$5K	Hold	61	–	–	﹤0.01%	465
2019 Q4	$6K	Hold	61	–	–	﹤0.01%	486
2019 Q3	$6K	Hold	61	–	–	﹤0.01%	473
2019 Q2	$6K	Hold	61	–	–	﹤0.01%	457
2019 Q1	$5K	Buy	+61	New	+$5.24K	﹤0.01%	471

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

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

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

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

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

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

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TS Financial Group (TSFG)'s ACWV Position: Q3 2025 in Review

TS Financial Group (TSFG) sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2025, closing a stake of 61 shares — an estimated $7K sold.

TS Financial Group (TSFG) first reported a position in ACWV in Q1 2019 and held it in 26 quarters. The position peaked at $7K in Q2 2025. 306 funds tracked by Wall St. Rank hold ACWV as of Q3 2025.

TS Financial Group (TSFG) reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
TS Financial Group (TSFG) sold 61 iShares MSCI Global Min Vol Factor ETF shares in Q3 2025, an estimated $7K.
TS Financial Group (TSFG) first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2019 and held it in 26 quarters.
TS Financial Group (TSFG)'s iShares MSCI Global Min Vol Factor ETF position peaked at $7K in Q2 2025.
306 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2025.

Based on TS Financial Group (TSFG)'s 13F filing for Q3 2025, filed 4 Nov 2025.