WA
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Waverly Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Waverly 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 		$1.19M Sell
9,933
-623
-6% -$75.5K 0.01% 780
2025
Q4 		$1.25M Buy
10,556
+180
+2% +$21.5K 0.01% 701
2025
Q3 		$1.24M Sell
10,376
-294
-3% -$34.9K 0.01% 592
2025
Q2 		$1.27M Buy
10,670
+2,095
+24% +$244K 0.01% 569
2025
Q1 		$998K Sell
8,575
-522
-6% -$59K 0.01% 604
2024
Q4 		$993K Sell
9,097
-2,505
-22% -$284K 0.02% 513
2024
Q3 		$1.33M Sell
11,602
-1,435
-11% -$158K 0.02% 401
2024
Q2 		$1.36M Sell
13,037
-37,150
-74% -$3.86M 0.03% 383
2024
Q1 		$5.28M Buy
+50,187
New +$5.15M 0.12% 138

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return