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

Wealth 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
2025
Q2 		– Sell
-4,647
Closed -$541K – 92
2025
Q1 		$541K Buy
4,647
+181
+4% +$20.5K 0.35% 66
2024
Q4 		$488K Buy
4,466
+25
+0.6% +$2.83K 0.32% 73
2024
Q3 		$509K Buy
4,441
+328
+8% +$36.1K 0.34% 71
2024
Q2 		$430K Buy
4,113
+545
+15% +$56.6K 0.31% 80
2024
Q1 		$376K Buy
+3,568
New +$366K 0.28% 87

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Group's ACWV Position: Q2 2025 in Review

Wealth Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2025, closing a stake of 4,647 shares — an estimated $541K sold.

Wealth Group first reported a position in ACWV in Q1 2024 and held it in 5 quarters. The position peaked at $541K in Q1 2025. 320 funds tracked by Wall St. Rank hold ACWV as of Q2 2025.

  • Wealth Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 4,647 iShares MSCI Global Min Vol Factor ETF shares in Q2 2025, an estimated $541K.
  • Wealth Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2024 and held it in 5 quarters.
  • Wealth Group's iShares MSCI Global Min Vol Factor ETF position peaked at $541K in Q1 2025.
  • 320 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.