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WBH Advisory’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

WBH Advisory’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 		$1.08M Sell
8,984
-176
-2% -$21.3K 0.07% 174
2026
Q1 		$1.09M Buy
9,160
+35
+0.4% +$4.24K 0.08% 167
2025
Q4 		$1.08M Buy
9,125
+1
+0% +$120 0.08% 165
2025
Q3 		$1.09M Sell
9,124
-260
-3% -$30.9K 0.08% 167
2025
Q2 		$1.11M Sell
9,384
-61
-0.6% -$7.1K 0.09% 145
2025
Q1 		$1.1M Buy
9,445
+2,132
+29% +$241K 0.1% 137
2024
Q4 		$799K Sell
7,313
-58
-0.8% -$6.57K 0.07% 172
2024
Q3 		$844K Sell
7,371
-175
-2% -$19.3K 0.08% 166
2024
Q2 		$790K Sell
7,546
-1,229
-14% -$128K 0.08% 169
2024
Q1 		$924K Sell
8,775
-405
-4% -$41.6K 0.1% 157
2023
Q4 		$921K Sell
9,180
-3,240
-26% -$314K 0.1% 154
2023
Q3 		$1.19M Sell
12,420
-738
-6% -$72.2K 0.15% 124
2023
Q2 		$1.29M Sell
13,158
-143
-1% -$14.1K 0.15% 126
2023
Q1 		$1.29M Buy
+13,301
New +$1.27M 0.16% 128
2022
Q3 		$2.13M Buy
24,079
+701
+3% +$67K 0.31% 74
2022
Q2 		$2.23M Buy
+23,378
New +$2.32M 0.3% 76

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
TC
Tacita Capital Toronto, Ontario, Canada $184M AUM 26.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WBH Advisory's ACWV Position: Q2 2026 in Review

WBH Advisory reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 1.9% in Q2 2026, selling an estimated $21.3K and leaving 8,984 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #174.

WBH Advisory first reported a position in ACWV in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.23M in Q2 2022. 195 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • WBH Advisory held 8,984 shares of iShares MSCI Global Min Vol Factor ETF worth $1.08M as of Q2 2026.
  • WBH Advisory sold 176 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $21.3K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.07% of WBH Advisory's portfolio in Q2 2026, its #174 holding.
  • WBH Advisory first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2022 and has held it in 16 quarters since.
  • WBH Advisory's iShares MSCI Global Min Vol Factor ETF position peaked at $2.23M in Q2 2022.
  • 195 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.