United Advisor Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

United Advisor Group’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	$689K	Sell	5,618 -56	-1%	-$6.99K	0.07%	282
2026 Q2	$682K	Buy	5,674 +363	+7%	+$43.9K	0.07%	268
2026 Q1	$635K	Buy	5,311 +110	+2%	+$13.3K	0.08%	242
2025 Q4	$618K	Buy	5,201 +166	+3%	+$19.8K	0.08%	249
2025 Q3	$604K	Buy	5,035 +80	+2%	+$9.5K	0.08%	235
2025 Q2	$588K	Buy	+4,955	New	+$577K	0.1%	198
2024 Q2	–	Sell	-12,489	Closed	-$1.31M	–	261
2024 Q1	$1.31M	Buy	12,489 +8,764	+235%	+$899K	0.49%	58
2023 Q4	$384K	Buy	+3,725	New	+$361K	0.46%	40

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Baron Silver Stevens Financial Advisors Boca Raton, Florida $802M AUM 11.45% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return

United Advisor Group's ACWV Position: Q3 2026 in Review

United Advisor Group reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.99% in Q3 2026, selling an estimated $6.99K and leaving 5,618 shares worth $689K. The position accounts for 0.07% of the portfolio, ranked #282.

United Advisor Group first reported a position in ACWV in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.31M in Q1 2024. 198 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

United Advisor Group held 5,618 shares of iShares MSCI Global Min Vol Factor ETF worth $689K as of Q3 2026.
United Advisor Group sold 56 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $6.99K.
iShares MSCI Global Min Vol Factor ETF made up 0.07% of United Advisor Group's portfolio in Q3 2026, its #282 holding.
United Advisor Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2023 and has held it in 8 quarters since.
United Advisor Group's iShares MSCI Global Min Vol Factor ETF position peaked at $1.31M in Q1 2024.
198 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.