United Capital Financial Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

United Capital Financial 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	$1.52M	Sell	12,744 -60	-0.5%	-$7.27K	0.01%	628
2025 Q4	$1.52M	Sell	12,804 -394	-3%	-$47.1K	0.01%	609
2025 Q3	$1.58M	Sell	13,198 -570	-4%	-$67.7K	0.01%	521
2025 Q2	$1.63M	Sell	13,768 -186	-1%	-$21.7K	0.01%	485
2025 Q1	$1.62M	Sell	13,954 -2,330	-14%	-$263K	0.01%	467
2024 Q4	$1.78M	Sell	16,284 -467	-3%	-$52.9K	0.02%	441
2024 Q3	$1.92M	Sell	16,751 -138	-0.8%	-$15.2K	0.02%	429
2024 Q2	$1.77M	Sell	16,889 -488	-3%	-$50.7K	0.02%	428
2024 Q1	$1.83M	Sell	17,377 -223	-1%	-$22.9K	0.02%	446
2023 Q4	$1.77M	Sell	17,600 -1,533	-8%	-$149K	0.01%	439
2023 Q3	$1.83M	Sell	19,133 -1,308	-6%	-$128K	0.01%	436
2023 Q2	$2M	Sell	20,441 -7,965	-28%	-$783K	0.01%	444
2023 Q1	$2.75M	Buy	28,406 +2,813	+11%	+$268K	0.02%	401
2022 Q4	$2.43M	Sell	25,593 -4,291	-14%	-$402K	0.01%	442
2022 Q3	$2.65M	Sell	29,884 -3,000	-9%	-$287K	0.02%	423
2022 Q2	$3.11M	Buy	32,884 +123	+0.4%	+$12.2K	0.02%	408
2022 Q1	$3.43M	Sell	32,761 -1,744	-5%	-$180K	0.02%	424
2021 Q4	$3.74M	Sell	34,505 -3,384	-9%	-$358K	0.02%	420
2021 Q3	$3.89M	Sell	37,889 -1,683	-4%	-$177K	0.02%	410
2021 Q2	$4.07M	Sell	39,572 -1,510	-4%	-$154K	0.02%	406
2021 Q1	$4.05M	Sell	41,082 -6,888	-14%	-$668K	0.02%	384
2020 Q4	$4.65M	Sell	47,970 -6,754	-12%	-$638K	0.03%	366
2020 Q3	$5.03M	Sell	54,724 -5,038	-8%	-$460K	0.03%	344
2020 Q2	$5.23M	Sell	59,762 -214	-0.4%	-$18.5K	0.04%	349
2020 Q1	$4.82M	Sell	59,976 -21,640	-27%	-$2M	0.04%	346
2019 Q4	$7.82M	Buy	81,616 +3,394	+4%	+$323K	0.05%	338
2019 Q3	$7.41M	Sell	78,222 -11,022	-12%	-$1.03M	0.05%	326
2019 Q2	$8.22M	Buy	89,244 +42,479	+91%	+$3.83M	0.05%	327
2019 Q1	$4.18M	Buy	46,765 +11,212	+32%	+$963K	0.03%	449
2018 Q4	$2.89M	Buy	35,553 +7,110	+25%	+$600K	0.02%	477
2018 Q3	$2.5M	Sell	28,443 -1,022	-3%	-$87.9K	0.02%	557
2018 Q2	$2.45M	Sell	29,465 -1,120	-4%	-$93.8K	0.02%	544
2018 Q1	$2.56M	Sell	30,585 -353	-1%	-$29.8K	0.02%	528
2017 Q4	$2.61M	Sell	30,938 -1,553	-5%	-$129K	0.02%	530
2017 Q3	$2.64M	Sell	32,491 -4,239	-12%	-$341K	0.02%	513
2017 Q2	$2.9M	Sell	36,730 -3,232	-8%	-$255K	0.03%	489
2017 Q1	$3.08M	Sell	39,962 -5,959	-13%	-$449K	0.03%	461
2016 Q4	$3.33M	Sell	45,921 -7,219	-14%	-$530K	0.03%	454
2016 Q3	$4.05M	Buy	53,140 +31	+0.1%	+$2.38K	0.04%	423
2016 Q2	$4.04M	Sell	53,109 -12,456	-19%	-$922K	0.04%	400
2016 Q1	$4.82M	Buy	65,565 +11,810	+22%	+$817K	0.05%	338
2015 Q4	$3.72M	Buy	53,755 +47,575	+770%	+$3.32M	0.04%	402
2015 Q3	$414K	Hold	6,180	–	–	0.01%	956
2015 Q2	$431K	Buy	+6,180	New	+$448K	0.01%	965

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

United Capital Financial Advisors's ACWV Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.47% in Q1 2026, selling an estimated $7.27K and leaving 12,744 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #628.

United Capital Financial Advisors first reported a position in ACWV in Q2 2015 and has held it in 44 quarters since. The position peaked at $8.22M in Q2 2019. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

United Capital Financial Advisors held 12,744 shares of iShares MSCI Global Min Vol Factor ETF worth $1.52M as of Q1 2026.
United Capital Financial Advisors sold 60 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $7.27K.
iShares MSCI Global Min Vol Factor ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #628 holding.
United Capital Financial Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2015 and has held it in 44 quarters since.
United Capital Financial Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $8.22M in Q2 2019.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.