Wealth Enhancement Advisory Services
ACWV icon

Wealth Enhancement Advisory Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.3M Sell
83,911
-1,243
-1% -$150K 0.02% 665
2026
Q1 		$10.2M Sell
85,154
-15,483
-15% -$1.88M 0.02% 572
2025
Q4 		$12M Buy
100,637
+874
+0.9% +$104K 0.02% 633
2025
Q3 		$12M Buy
99,763
+2,211
+2% +$263K 0.02% 592
2025
Q2 		$11.6M Buy
97,552
+3,254
+3% +$379K 0.02% 585
2025
Q1 		$11M Buy
94,298
+1,800
+2% +$203K 0.02% 554
2024
Q4 		$10.1M Buy
92,498
+3,294
+4% +$373K 0.02% 548
2024
Q3 		$10.2M Buy
89,204
+1,791
+2% +$197K 0.02% 504
2024
Q2 		$9.15M Sell
87,413
-204
-0.2% -$21.2K 0.02% 506
2024
Q1 		$9.22M Buy
87,617
+4,288
+5% +$440K 0.02% 503
2023
Q4 		$8.36M Sell
83,329
-3,121
-4% -$303K 0.02% 479
2023
Q3 		$8.25M Buy
86,450
+24,423
+39% +$2.39M 0.03% 454
2023
Q2 		$6.08M Buy
62,027
+39,352
+174% +$3.87M 0.07% 111
2023
Q1 		$2.19M Sell
22,675
-36,516
-62% -$3.48M 0.03% 205
2022
Q4 		$5.71M Sell
59,191
-49,981
-46% -$4.69M 0.07% 113
2022
Q3 		$9.7M Sell
109,172
-4,927
-4% -$471K 0.14% 83
2022
Q2 		$10.9M Sell
114,099
-2,623
-2% -$260K 0.15% 81
2022
Q1 		$12.4M Sell
116,722
-3,536
-3% -$365K 0.17% 73
2021
Q4 		$12.4M Buy
120,258
+1,681
+1% +$178K 0.18% 63
2021
Q3 		$12.6M Sell
118,577
-2,438
-2% -$257K 0.19% 62
2021
Q2 		$12.6M Buy
121,015
+1,273
+1% +$130K 0.2% 59
2021
Q1 		$12M Buy
119,742
+99,994
+506% +$9.7M 0.22% 59
2020
Q4 		$1.92M Sell
19,748
-221
-1% -$20.9K 0.04% 124
2020
Q3 		$1.89M Sell
19,969
-110
-0.5% -$10.1K 0.05% 122
2020
Q2 		$1.83M Buy
20,079
+2,334
+13% +$202K 0.05% 124
2020
Q1 		$1.55M Sell
17,745
-14,898
-46% -$1.37M 0.06% 125
2019
Q4 		$3.13M Buy
32,643
+1,131
+4% +$108K 0.11% 83
2019
Q3 		$2.98M Sell
31,512
-1,059
-3% -$98.8K 0.12% 79
2019
Q2 		$3.04M Sell
32,571
-814
-2% -$73.4K 0.13% 65
2019
Q1 		$2.98M Sell
33,385
-62,637
-65% -$5.38M 0.17% 52
2018
Q4 		$8.07M Sell
96,022
-3,681
-4% -$311K 0.51% 31
2018
Q3 		$8.3M Sell
99,703
-4,484
-4% -$386K 0.5% 30
2018
Q2 		$8.79M Sell
104,187
-767
-0.7% -$64.3K 0.54% 29
2018
Q1 		$8.81M Sell
104,954
-1,659
-2% -$140K 0.59% 28
2017
Q4 		$9.13M Sell
106,613
-2,793
-3% -$232K 0.65% 27
2017
Q3 		$8.94M Sell
109,406
-1,294
-1% -$104K 0.74% 27
2017
Q2 		$8.69M Buy
110,700
+119
+0.1% +$9.4K 0.8% 26
2017
Q1 		$8.53M Buy
110,581
+1,886
+2% +$142K 0.91% 22
2016
Q4 		$7.89M Buy
108,695
+1,113
+1% +$81.7K 0.96% 23
2016
Q3 		$8.06M Sell
107,582
-333
-0.3% -$25.6K 1.2% 22
2016
Q2 		$8.24M Sell
107,915
-613
-0.6% -$45.4K 1.49% 19
2016
Q1 		$7.98M Sell
108,528
-4,806
-4% -$333K 1.62% 19
2015
Q4 		$7.85M Sell
113,334
-120
-0.1% -$8.38K 1.99% 16
2015
Q3 		$7.6M Buy
113,454
+2,579
+2% +$178K 2.31% 13
2015
Q2 		$7.73M Buy
110,875
+34
+0% +$2.46K 2.38% 15
2015
Q1 		$7.95M Sell
110,841
-3,390
-3% -$240K 3.05% 12
2014
Q4 		$7.86M Buy
+114,231
New +$7.81M 3.1% 12

Other funds holding ACWV

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Wealth Enhancement Advisory Services's ACWV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 1.5% in Q2 2026, selling an estimated $150K and leaving 83,911 shares worth $10.3M. The position accounts for 0.02% of the portfolio, ranked #665.

Wealth Enhancement Advisory Services first reported a position in ACWV in Q4 2014 and has held it in 47 quarters since. The position peaked at $12.6M in Q2 2021. 48 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 83,911 shares of iShares MSCI Global Min Vol Factor ETF worth $10.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,243 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $150K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #665 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2014 and has held it in 47 quarters since.
  • Wealth Enhancement Advisory Services's iShares MSCI Global Min Vol Factor ETF position peaked at $12.6M in Q2 2021.
  • 48 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.