West Family Investments’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

West Family Investments’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 Q1	$805K	Hold	5,169	–	–	0.28%	66
2025 Q4	$795K	Hold	5,169	–	–	0.19%	107
2025 Q3	$788K	Hold	5,169	–	–	0.18%	112
2025 Q2	$779K	Hold	5,169	–	–	0.2%	106
2025 Q1	$765K	Sell	5,169 -1,403	-21%	-$159K	0.29%	72
2024 Q4	$718K	Buy	6,572 +1,253	+24%	+$142K	0.25%	80
2024 Q3	$762K	Hold	5,319	–	–	0.26%	77
2024 Q2	$696K	Hold	5,319	–	–	0.21%	83
2024 Q1	$701K	Hold	5,319	–	–	0.22%	81
2023 Q4	$668K	Sell	5,319 -103	-2%	-$9.99K	0.23%	80
2023 Q3	$639K	Buy	+5,422	New	+$530K	0.22%	85
2023 Q2	–	Sell	-5,422	Closed	-$648K	–	236
2023 Q1	$648K	Hold	5,422	–	–	0.26%	76
2022 Q4	$636K	Buy	+5,422	New	+$509K	0.22%	83
2022 Q1	–	Sell	-4,703	Closed	-$509K	–	292
2021 Q4	$509K	Sell	4,703 -122	-3%	-$12.9K	0.14%	123
2021 Q3	$496K	Buy	+4,825	New	+$508K	0.13%	140

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

West Family Investments's ACWV Position: Q1 2026 in Review

West Family Investments held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q1 2026 at 5,169 shares worth $805K. The position accounts for 0.28% of the portfolio, ranked #66.

West Family Investments first reported a position in ACWV in Q3 2021 and has held it in 15 quarters since. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

West Family Investments held 5,169 shares of iShares MSCI Global Min Vol Factor ETF worth $805K as of Q1 2026.
West Family Investments left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.28% of West Family Investments's portfolio in Q1 2026, its #66 holding.
West Family Investments first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2021 and has held it in 15 quarters since.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.