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 Q2	$363K	Buy	3,019 +2	+0.1%	+$242	0.01%	769
2026 Q1	$361K	Hold	3,017	–	–	0.01%	734
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 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

Western Wealth Management's ACWV Position: Q2 2026 in Review

Western Wealth Management increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.07% in Q2 2026, buying an estimated $242 and bringing the position to 3,019 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #769.

Western Wealth Management first reported a position in ACWV in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.52M in Q3 2019. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Western Wealth Management held 3,019 shares of iShares MSCI Global Min Vol Factor ETF worth $363K as of Q2 2026.
Western Wealth Management bought 2 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $242.
iShares MSCI Global Min Vol Factor ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #769 holding.
Western Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $1.52M in Q3 2019.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.