Veery Capital
ACWV icon

Veery Capital’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Veery Capital’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 		$273K Hold
2,221
– – 0.07% 81
2026
Q2 		$267K Buy
2,221
+238
+12% +$28.8K 0.07% 82
2026
Q1 		$237K Hold
1,983
– – 0.07% 83
2025
Q4 		$235K Hold
1,983
– – 0.07% 83
2025
Q3 		$238K Buy
1,983
+97
+5% +$11.5K 0.08% 79
2025
Q2 		$224K Hold
1,886
– – 0.08% 86
2025
Q1 		$219K Hold
1,886
– – 0.09% 81
2024
Q4 		$206K Sell
1,886
-1,408
-43% -$159K 0.08% 88
2024
Q3 		$377K Sell
3,294
-652
-17% -$71.7K 0.14% 56
2024
Q2 		$413K Sell
3,946
-771
-16% -$80.1K 0.17% 60
2024
Q1 		$497K Sell
4,717
-1,578
-25% -$162K 0.2% 54
2023
Q4 		$632K Sell
6,295
-29
-0.5% -$2.81K 0.28% 42
2023
Q3 		$603K Hold
6,324
– – 0.29% 44
2023
Q2 		$620K Buy
6,324
+460
+8% +$45.2K 0.29% 43
2023
Q1 		$567K Buy
5,864
+1,052
+22% +$100K 0.3% 39
2022
Q4 		$457K Hold
4,812
– – 0.27% 41
2022
Q3 		$426K Sell
4,812
-8
-0.2% -$765 0.27% 40
2022
Q2 		$455K Sell
4,820
-64
-1% -$6.34K 0.28% 40
2022
Q1 		$512K Sell
4,884
-85
-2% -$8.77K 0.28% 39
2021
Q4 		$538K Buy
4,969
+405
+9% +$42.8K 0.28% 41
2021
Q3 		$469K Hold
4,564
– – 0.27% 45
2021
Q2 		$469K Sell
4,564
-141
-3% -$14.4K 0.27% 42
2021
Q1 		$464K Sell
4,705
-26
-0.5% -$2.52K 0.29% 42
2020
Q4 		$458K Buy
+4,731
New +$447K 0.31% 42

Other funds holding ACWV

Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Dorval Corp
Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Ackerman Capital Advisors
Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Veery Capital's ACWV Position: Q3 2026 in Review

Veery Capital held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2026 at 2,221 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #81.

Veery Capital first reported a position in ACWV in Q4 2020 and has held it in 24 quarters since. The position peaked at $632K in Q4 2023. 111 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

  • Veery Capital held 2,221 shares of iShares MSCI Global Min Vol Factor ETF worth $273K as of Q3 2026.
  • Veery Capital left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI Global Min Vol Factor ETF made up 0.07% of Veery Capital's portfolio in Q3 2026, its #81 holding.
  • Veery Capital first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and has held it in 24 quarters since.
  • Veery Capital's iShares MSCI Global Min Vol Factor ETF position peaked at $632K in Q4 2023.
  • 111 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Veery Capital's 13F filing for Q3 2026, filed 7 Oct 2026.