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

Wealthcare Advisory Partners’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	-3,052	Closed	-$355K	–	971
2025 Q1	$355K	Sell	3,052 -26	-0.8%	-$2.94K	0.01%	683
2024 Q4	$336K	Sell	3,078 -714	-19%	-$80.8K	0.01%	673
2024 Q3	$434K	Buy	+3,792	New	+$417K	0.01%	601
2024 Q1	–	Sell	-2,844	Closed	-$285K	–	800
2023 Q4	$285K	Sell	2,844 -134	-4%	-$13K	0.01%	620
2023 Q3	$284K	Hold	2,978	–	–	0.01%	564
2023 Q2	$292K	Sell	2,978 -13,440	-82%	-$1.32M	0.01%	569
2023 Q1	$1.59M	Buy	16,418 +5,486	+50%	+$523K	0.07%	213
2022 Q4	$1.04M	Buy	+10,932	New	+$1.03M	0.05%	271
2021 Q3	–	Sell	-2,222	Closed	-$229K	–	546
2021 Q2	$229K	Buy	2,222 +778	+54%	+$79.5K	0.02%	490
2021 Q1	$143K	Buy	+1,444	New	+$140K	0.01%	563
2020 Q2	–	Sell	-2,240	Closed	-$180K	–	330
2020 Q1	$180K	Sell	2,240 -2,359	-51%	-$217K	0.03%	273
2019 Q4	$441K	Buy	4,599 +950	+26%	+$90.4K	0.06%	186
2019 Q3	$346K	Buy	3,649 +980	+37%	+$91.4K	0.05%	190
2019 Q2	$246K	Buy	2,669 +2	+0.1%	+$180	0.04%	239
2019 Q1	$239K	Buy	+2,667	New	+$229K	0.04%	216

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthcare Advisory Partners's ACWV Position: Q2 2025 in Review

Wealthcare Advisory Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2025, closing a stake of 3,052 shares — an estimated $355K sold.

Wealthcare Advisory Partners first reported a position in ACWV in Q1 2019 and held it in 15 quarters. The position peaked at $1.59M in Q1 2023. 320 funds tracked by Wall St. Rank hold ACWV as of Q2 2025.

Wealthcare Advisory Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,052 iShares MSCI Global Min Vol Factor ETF shares in Q2 2025, an estimated $355K.
Wealthcare Advisory Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2019 and held it in 15 quarters.
Wealthcare Advisory Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $1.59M in Q1 2023.
320 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2025, filed 22 Jul 2025.