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 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 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

United Advisor Group's ACWV Position: Q2 2026 in Review

United Advisor Group increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 6.8% in Q2 2026, buying an estimated $43.9K and bringing the position to 5,674 shares worth $682K. The position accounts for 0.07% of the portfolio, ranked #268.

United Advisor Group first reported a position in ACWV in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.31M in Q1 2024. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

United Advisor Group held 5,674 shares of iShares MSCI Global Min Vol Factor ETF worth $682K as of Q2 2026.
United Advisor Group bought 363 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $43.9K.
iShares MSCI Global Min Vol Factor ETF made up 0.07% of United Advisor Group's portfolio in Q2 2026, its #268 holding.
United Advisor Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2023 and has held it in 7 quarters since.
United Advisor Group's iShares MSCI Global Min Vol Factor ETF position peaked at $1.31M in Q1 2024.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.