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Wealth Dimensions Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Wealth Dimensions Group’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 		$659K Sell
5,479
-235
-4% -$28.4K 0.12% 88
2026
Q1 		$683K Hold
5,714
– – 0.13% 82
2025
Q4 		$679K Buy
5,714
+5
+0.1% +$598 0.13% 80
2025
Q3 		$685K Sell
5,709
-213
-4% -$25.3K 0.14% 84
2025
Q2 		$702K Sell
5,922
-343
-5% -$39.9K 0.15% 80
2025
Q1 		$729K Sell
6,265
-527
-8% -$59.5K 0.17% 71
2024
Q4 		$742K Sell
6,792
-73
-1% -$8.26K 0.18% 69
2024
Q3 		$786K Sell
6,865
-162
-2% -$17.8K 0.2% 63
2024
Q2 		$735K Sell
7,027
-86
-1% -$8.94K 0.21% 59
2024
Q1 		$749K Sell
7,113
-638
-8% -$65.5K 0.22% 57
2023
Q4 		$778K Sell
7,751
-16,841
-68% -$1.63M 0.25% 51
2023
Q3 		$2.35M Sell
24,592
-1,954
-7% -$191K 0.85% 19
2023
Q2 		$2.6M Sell
26,546
-1,378
-5% -$135K 0.95% 18
2023
Q1 		$2.7M Sell
27,924
-626
-2% -$59.7K 1.05% 15
2022
Q4 		$2.71M Sell
28,550
-133
-0.5% -$12.5K 1.11% 16
2022
Q3 		$2.54M Buy
28,683
+1,106
+4% +$106K 1.26% 16
2022
Q2 		$2.61M Buy
27,577
+844
+3% +$83.6K 1.24% 15
2022
Q1 		$2.8M Buy
26,733
+2,198
+9% +$227K 1.3% 16
2021
Q4 		$2.66M Buy
24,535
+1,331
+6% +$141K 1.3% 15
2021
Q3 		$2.38M Buy
23,204
+1,681
+8% +$177K 1.53% 12
2021
Q2 		$2.21M Buy
21,523
+3,010
+16% +$308K 1.5% 13
2021
Q1 		$1.83M Sell
18,513
-172
-0.9% -$16.7K 1.42% 16
2020
Q4 		$1.81M Buy
+18,685
New +$1.77M 1.56% 14

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealth Dimensions Group's ACWV Position: Q2 2026 in Review

Wealth Dimensions Group reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 4.1% in Q2 2026, selling an estimated $28.4K and leaving 5,479 shares worth $659K. The position accounts for 0.12% of the portfolio, ranked #88.

Wealth Dimensions Group first reported a position in ACWV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.8M in Q1 2022. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Wealth Dimensions Group held 5,479 shares of iShares MSCI Global Min Vol Factor ETF worth $659K as of Q2 2026.
  • Wealth Dimensions Group sold 235 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $28.4K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.12% of Wealth Dimensions Group's portfolio in Q2 2026, its #88 holding.
  • Wealth Dimensions Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's iShares MSCI Global Min Vol Factor ETF position peaked at $2.8M in Q1 2022.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.