Wealthspire Advisors (New York)’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Wealthspire Advisors (New York)’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	$720K	Buy	5,987 +171	+3%	+$20.7K	﹤0.01%	662
2026 Q1	$695K	Sell	5,816 -286	-5%	-$34.6K	0.01%	489
2025 Q4	$725K	Sell	6,102 -1,372	-18%	-$164K	0.01%	507
2025 Q3	$896K	Sell	7,474 -782	-9%	-$92.9K	﹤0.01%	413
2025 Q2	$979K	Sell	8,256 -490	-6%	-$57.1K	0.01%	389
2025 Q1	$1.02M	Sell	8,746 -881	-9%	-$99.5K	0.01%	377
2024 Q4	$1.05M	Buy	9,627 +121	+1%	+$13.7K	0.01%	362
2024 Q3	$1.09M	Sell	9,506 -55	-0.6%	-$6.05K	0.01%	359
2024 Q2	$1M	Sell	9,561 -2,359	-20%	-$245K	0.01%	311
2024 Q1	$1.25M	Sell	11,920 -1,345	-10%	-$138K	0.02%	278
2023 Q4	$1.33M	Sell	13,265 -22,034	-62%	-$2.14M	0.02%	262
2023 Q3	$3.37M	Sell	35,299 -369,790	-91%	-$36.2M	0.06%	126
2023 Q2	$39.7M	Sell	405,089 -452,808	-53%	-$44.5M	0.65%	29
2023 Q1	$83M	Sell	857,897 -31,663	-4%	-$3.02M	1.42%	15
2022 Q4	$84.5M	Sell	889,560 -4,458	-0.5%	-$418K	1.54%	13
2022 Q3	$79.2M	Sell	894,018 -81,992	-8%	-$7.84M	1.65%	13
2022 Q2	$92.2M	Buy	+976,010	New	+$96.7M	1.93%	13
2021 Q4	–	Sell	-965,855	Closed	-$99.2M	–	536
2021 Q3	$99.2M	Buy	+965,855	New	+$102M	2.06%	11

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s ACWV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 2.9% in Q2 2026, buying an estimated $20.7K and bringing the position to 5,987 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Wealthspire Advisors (New York) first reported a position in ACWV in Q3 2021 and has held it in 18 quarters since. The position peaked at $99.2M in Q3 2021. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Wealthspire Advisors (New York) held 5,987 shares of iShares MSCI Global Min Vol Factor ETF worth $720K as of Q2 2026.
Wealthspire Advisors (New York) bought 171 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $20.7K.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #662 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2021 and has held it in 18 quarters since.
Wealthspire Advisors (New York)'s iShares MSCI Global Min Vol Factor ETF position peaked at $99.2M in Q3 2021.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.