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

Wealth Enhancement Trust 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 		$109K Hold
905
– – 0.01% 353
2026
Q1 		$108K Hold
905
– – 0.01% 336
2025
Q4 		$107K Buy
+905
New +$108K 0.01% 314

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Wealth Enhancement Trust Services held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 905 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #353.

Wealth Enhancement Trust Services first reported a position in ACWV in Q4 2025 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Wealth Enhancement Trust Services held 905 shares of iShares MSCI Global Min Vol Factor ETF worth $109K as of Q2 2026.
  • Wealth Enhancement Trust Services left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Global Min Vol Factor ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #353 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 238 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

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