Twelve Points Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Twelve Points Wealth 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 Q2	–	Sell	-2,030	Closed	-$243K	–	214
2026 Q1	$243K	Sell	2,030 -40	-2%	-$4.84K	0.05%	175
2025 Q4	$247K	Sell	2,070 -77	-4%	-$9.2K	0.06%	172
2025 Q3	$257K	Sell	2,147 -369	-15%	-$43.8K	0.06%	168
2025 Q2	$298K	Hold	2,516	–	–	0.08%	156
2025 Q1	$293K	Sell	2,516 -272	-10%	-$30.7K	0.08%	147
2024 Q4	$304K	Sell	2,788 -155	-5%	-$17.5K	0.09%	149
2024 Q3	$337K	Sell	2,943 -247	-8%	-$27.2K	0.11%	148
2024 Q2	$334K	Sell	3,190 -1	-0%	-$104	0.12%	145
2024 Q1	$336K	Sell	3,191 -548	-15%	-$56.2K	0.12%	135
2023 Q4	$375K	Buy	+3,739	New	+$363K	0.18%	130

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Twelve Points Wealth Management's ACWV Position: Q2 2026 in Review

Twelve Points Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026, closing a stake of 2,030 shares — an estimated $243K sold.

Twelve Points Wealth Management first reported a position in ACWV in Q4 2023 and held it in 10 quarters. The position peaked at $375K in Q4 2023. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Twelve Points Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Twelve Points Wealth Management sold 2,030 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $243K.
Twelve Points Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2023 and held it in 10 quarters.
Twelve Points Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $375K in Q4 2023.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.