U.S. Capital Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

U.S. Capital 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	$1.98M	Buy	16,560 +3,570	+27%	+$432K	0.05%	360
2025 Q4	$1.54M	Sell	12,990 -2,263	-15%	-$271K	0.04%	390
2025 Q3	$1.83M	Sell	15,253 -1,133	-7%	-$135K	0.05%	351
2025 Q2	$1.94M	Buy	16,386 +2,823	+21%	+$329K	0.06%	303
2025 Q1	$1.58M	Buy	13,563 +3,926	+41%	+$444K	0.05%	338
2024 Q4	$1.05M	Buy	+9,637	New	+$1.09M	0.03%	416

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 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

U.S. Capital Wealth Advisors's ACWV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 27% in Q1 2026, buying an estimated $432K and bringing the position to 16,560 shares worth $1.98M. The position accounts for 0.05% of the portfolio, ranked #360.

U.S. Capital Wealth Advisors first reported a position in ACWV in Q4 2024 and has held it in 6 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

U.S. Capital Wealth Advisors held 16,560 shares of iShares MSCI Global Min Vol Factor ETF worth $1.98M as of Q1 2026.
U.S. Capital Wealth Advisors bought 3,570 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $432K.
iShares MSCI Global Min Vol Factor ETF made up 0.05% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #360 holding.
U.S. Capital Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.