Warren Street Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Warren Street Wealth 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
2025 Q4	–	Sell	-3,394	Closed	-$407K	–	129
2025 Q3	$407K	Sell	3,394 -2	-0.1%	-$238	0.12%	79
2025 Q2	$403K	Sell	3,396 -109	-3%	-$12.7K	0.13%	74
2025 Q1	$408K	Sell	3,505 -39	-1%	-$4.41K	0.16%	67
2024 Q4	$387K	Sell	3,544 -186	-5%	-$21.1K	0.16%	63
2024 Q3	$427K	Hold	3,730	–	–	0.18%	63
2024 Q2	$390K	Sell	3,730 -793	-18%	-$82.4K	0.19%	63
2024 Q1	$476K	Sell	4,523 -45	-1%	-$4.62K	0.24%	54
2023 Q4	$458K	Sell	4,568 -607	-12%	-$58.9K	0.26%	53
2023 Q3	$494K	Sell	5,175 -236	-4%	-$23.1K	0.33%	39
2023 Q2	$531K	Sell	5,411 -148	-3%	-$14.5K	0.35%	39
2023 Q1	$538K	Sell	5,559 -572	-9%	-$54.5K	0.38%	31
2022 Q4	$583K	Sell	6,131 -2,554	-29%	-$240K	0.47%	28
2022 Q3	$769K	Sell	8,685 -438	-5%	-$41.9K	0.77%	21
2022 Q2	$862K	Sell	9,123 -211	-2%	-$20.9K	0.83%	20
2022 Q1	$978K	Sell	9,334 -79,438	-89%	-$8.19M	0.85%	20
2021 Q4	$9.61M	Buy	+88,772	New	+$9.39M	8.89%	2

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Warren Street Wealth Advisors's ACWV Position: Q4 2025 in Review

Warren Street Wealth Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2025, closing a stake of 3,394 shares — an estimated $407K sold.

Warren Street Wealth Advisors first reported a position in ACWV in Q4 2021 and held it in 16 quarters. The position peaked at $9.61M in Q4 2021. 330 funds tracked by Wall St. Rank hold ACWV as of Q4 2025.

Warren Street Wealth Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Warren Street Wealth Advisors sold 3,394 iShares MSCI Global Min Vol Factor ETF shares in Q4 2025, an estimated $407K.
Warren Street Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and held it in 16 quarters.
Warren Street Wealth Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $9.61M in Q4 2021.
330 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2025.

Based on Warren Street Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.