Valmark Advisers’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Valmark Advisers’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	$1.27M	Sell	10,543 -1,069	-9%	-$129K	0.01%	328
2026 Q1	$1.39M	Sell	11,612 -8,892	-43%	-$1.08M	0.02%	298
2025 Q4	$2.43M	Sell	20,504 -24,703	-55%	-$2.95M	0.03%	215
2025 Q3	$5.42M	Buy	45,207 +6,016	+15%	+$714K	0.07%	118
2025 Q2	$4.65M	Sell	39,191 -2,938	-7%	-$342K	0.06%	120
2025 Q1	$4.9M	Buy	42,129 +11,121	+36%	+$1.26M	0.07%	107
2024 Q4	$3.39M	Buy	31,008 +14,686	+90%	+$1.66M	0.05%	140
2024 Q3	$1.87M	Buy	16,322 +4,228	+35%	+$465K	0.03%	207
2024 Q2	$1.27M	Buy	12,094 +5,720	+90%	+$595K	0.02%	246
2024 Q1	$671K	Buy	6,374 +792	+14%	+$81.3K	0.01%	333
2023 Q4	$560K	Buy	5,582 +1,357	+32%	+$132K	0.01%	333
2023 Q3	$403K	Hold	4,225	–	–	0.01%	357
2023 Q2	$414K	Buy	+4,225	New	+$415K	0.01%	359

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

Valmark Advisers's ACWV Position: Q2 2026 in Review

Valmark Advisers reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 9.2% in Q2 2026, selling an estimated $129K and leaving 10,543 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #328.

Valmark Advisers first reported a position in ACWV in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.42M in Q3 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Valmark Advisers held 10,543 shares of iShares MSCI Global Min Vol Factor ETF worth $1.27M as of Q2 2026.
Valmark Advisers sold 1,069 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $129K.
iShares MSCI Global Min Vol Factor ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #328 holding.
Valmark Advisers first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2023 and has held it in 13 quarters since.
Valmark Advisers's iShares MSCI Global Min Vol Factor ETF position peaked at $5.42M in Q3 2025.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.