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 Q2	$1.14M	Sell	9,499 -434	-4%	-$52.5K	0.01%	843
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 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

Waverly Advisors's ACWV Position: Q2 2026 in Review

Waverly Advisors reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 4.4% in Q2 2026, selling an estimated $52.5K and leaving 9,499 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #843.

Waverly Advisors first reported a position in ACWV in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.28M in Q1 2024. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Waverly Advisors held 9,499 shares of iShares MSCI Global Min Vol Factor ETF worth $1.14M as of Q2 2026.
Waverly Advisors sold 434 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $52.5K.
iShares MSCI Global Min Vol Factor ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #843 holding.
Waverly Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2024 and has held it in 10 quarters since.
Waverly Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $5.28M in Q1 2024.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.