Turtle Creek Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Turtle Creek Wealth Advisors’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 Q1	$550K	Hold	4,601	–	–	0.04%	217
2025 Q4	$546K	Sell	4,601 -31,748	-87%	-$3.8M	0.04%	224
2025 Q3	$4.36M	Hold	36,349	–	–	0.39%	69
2025 Q2	$4.31M	Sell	36,349 -3,176	-8%	-$370K	0.51%	57
2025 Q1	$4.6M	Hold	39,525	–	–	0.69%	50
2024 Q4	$4.32M	Hold	39,525	–	–	1%	32
2024 Q3	$4.53M	Hold	39,525	–	–	0.91%	44
2024 Q2	$4.14M	Sell	39,525 -3,776	-9%	-$392K	0.96%	42
2024 Q1	$4.56M	Sell	43,301 -483	-1%	-$49.6K	1.12%	31
2023 Q4	$4.39M	Buy	+43,784	New	+$4.25M	1.29%	16

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Turtle Creek Wealth Advisors's ACWV Position: Q1 2026 in Review

Turtle Creek Wealth Advisors held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q1 2026 at 4,601 shares worth $550K. The position accounts for 0.04% of the portfolio, ranked #217.

Turtle Creek Wealth Advisors first reported a position in ACWV in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.6M in Q1 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

Turtle Creek Wealth Advisors held 4,601 shares of iShares MSCI Global Min Vol Factor ETF worth $550K as of Q1 2026.
Turtle Creek Wealth Advisors left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #217 holding.
Turtle Creek Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
Turtle Creek Wealth Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $4.6M in Q1 2025.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.