WAM
ACWV icon

WFA Asset Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

WFA Asset 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
2025
Q3 		$6.72M Sell
58,709
-6,259
-10% -$743K 3.66% 10
2025
Q2 		$6.8M Sell
64,968
-9,205
-12% -$1.07M 3.84% 10
2025
Q1 		$7.81M Buy
74,173
+15,395
+26% +$1.74M 4.08% 9
2024
Q4 		$6.42M Buy
58,778
+69
+0.1% +$7.81K 3.47% 11
2024
Q3 		$6.72M Sell
58,709
-6,261
-10% -$689K 3.65% 10
2024
Q2 		$6.8M Sell
64,970
-9,203
-12% -$957K 3.84% 10
2024
Q1 		$7.81M Sell
74,173
-6,975
-9% -$716K 4.08% 9
2023
Q4 		$8.14M Buy
81,148
+5,523
+7% +$536K 4.45% 7
2023
Q3 		$7.22M Buy
75,625
+4,071
+6% +$398K 4.28% 7
2023
Q2 		$7.02M Buy
71,554
+4,070
+6% +$400K 4.16% 8
2023
Q1 		$6.53M Buy
67,484
+2,776
+4% +$265K 4.01% 8
2022
Q4 		$6.15M Sell
64,708
-2,244
-3% -$210K 4.04% 7
2022
Q3 		$5.93M Buy
66,952
+701
+1% +$67K 4.22% 8
2022
Q2 		$6.26M Buy
66,251
+1,626
+3% +$161K 4.39% 8
2022
Q1 		$6.77M Buy
64,625
+230
+0.4% +$23.7K 4.44% 8
2021
Q4 		$6.97M Buy
+64,395
New +$6.81M 4.55% 8

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFA Asset Management's ACWV Position: Q3 2025 in Review

WFA Asset Management reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 9.6% in Q3 2025, selling an estimated $743K and leaving 58,709 shares worth $6.72M. The position accounts for 3.66% of the portfolio, ranked #10.

WFA Asset Management first reported a position in ACWV in Q4 2021 and has held it in 16 quarters since. The position peaked at $8.14M in Q4 2023. 306 funds tracked by Wall St. Rank hold ACWV as of Q3 2025.

  • WFA Asset Management held 58,709 shares of iShares MSCI Global Min Vol Factor ETF worth $6.72M as of Q3 2025.
  • WFA Asset Management sold 6,259 iShares MSCI Global Min Vol Factor ETF shares in Q3 2025, an estimated $743K.
  • iShares MSCI Global Min Vol Factor ETF made up 3.66% of WFA Asset Management's portfolio in Q3 2025, its #10 holding.
  • WFA Asset Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2021 and has held it in 16 quarters since.
  • WFA Asset Management's iShares MSCI Global Min Vol Factor ETF position peaked at $8.14M in Q4 2023.
  • 306 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.