Western Wealth Management
ACWV icon

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

Western Wealth Management’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
Q3 		$371K Hold
3,019
– – 0.01% 722
2026
Q2 		$363K Buy
3,019
+2
+0.1% +$242 0.01% 769
2026
Q1 		$361K Hold
3,017
– – 0.01% 735
2025
Q4 		$358K Buy
3,017
+710
+31% +$84.9K 0.02% 610
2025
Q3 		$277K Hold
2,307
– – 0.01% 623
2025
Q2 		$274K Sell
2,307
-11
-0.5% -$1.28K 0.02% 576
2025
Q1 		$270K Buy
2,318
+14
+0.6% +$1.58K 0.02% 560
2024
Q4 		$252K Buy
2,304
+3
+0.1% +$340 0.01% 659
2024
Q3 		$264K Hold
2,301
– – 0.02% 640
2024
Q2 		$241K Buy
2,301
+2
+0.1% +$208 0.02% 567
2024
Q1 		$242K Hold
2,299
– – 0.02% 567
2023
Q4 		$231K Buy
2,299
+3
+0.1% +$291 0.02% 624
2023
Q3 		$219K Hold
2,296
– – 0.02% 588
2023
Q2 		$225K Buy
2,296
+2
+0.1% +$197 0.02% 587
2023
Q1 		$222K Hold
2,294
– – 0.02% 587
2022
Q4 		$218K Sell
2,294
-2,419
-51% -$227K 0.02% 548
2022
Q3 		$418K Hold
4,713
– – 0.02% 546
2022
Q2 		$446K Buy
4,713
+3
+0.1% +$297 0.03% 508
2022
Q1 		$494K Buy
4,710
+2,555
+119% +$264K 0.02% 534
2021
Q4 		$233K Buy
+2,155
New +$228K 0.02% 544
2021
Q2 		$222K Buy
2,155
+2
+0.1% +$204 0.02% 574
2021
Q1 		$212K Sell
2,153
-7,855
-78% -$762K 0.03% 490
2020
Q4 		$970K Sell
10,008
-2,339
-19% -$221K 0.14% 162
2020
Q3 		$1.14M Sell
12,347
-1,143
-8% -$104K 0.19% 125
2020
Q2 		$1.18M Buy
13,490
+550
+4% +$47.6K 0.21% 116
2020
Q1 		$1.04M Sell
12,940
-1,029
-7% -$94.9K 0.24% 100
2019
Q4 		$1.34M Sell
13,969
-2,089
-13% -$199K 0.2% 114
2019
Q3 		$1.52M Sell
16,058
-270
-2% -$25.2K 0.32% 78
2019
Q2 		$1.51M Sell
16,328
-510
-3% -$46K 0.2% 102
2019
Q1 		$1.51M Buy
16,838
+7,249
+76% +$623K 0.34% 73
2018
Q4 		$777K Buy
+9,589
New +$810K 0.21% 119

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dorval Corp
Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Baron Silver Stevens Financial Advisors
Baron Silver Stevens Financial Advisors Boca Raton, Florida $802M AUM 11.45% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Western Wealth Management's ACWV Position: Q3 2026 in Review

Western Wealth Management held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2026 at 3,019 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #722.

Western Wealth Management first reported a position in ACWV in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.52M in Q3 2019. 228 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

  • Western Wealth Management held 3,019 shares of iShares MSCI Global Min Vol Factor ETF worth $371K as of Q3 2026.
  • Western Wealth Management left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI Global Min Vol Factor ETF made up 0.01% of Western Wealth Management's portfolio in Q3 2026, its #722 holding.
  • Western Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • Western Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $1.52M in Q3 2019.
  • 228 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.