WhitTier Trust Company’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

WhitTier Trust Company’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	$542K	Hold	4,415	–	–	0.01%	382
2026 Q1	$531K	Sell	4,415 -25	-0.6%	-$3.03K	0.01%	372
2025 Q4	$529K	Hold	4,440	–	–	0.01%	355
2025 Q3	$533K	Hold	4,440	–	–	0.01%	352
2025 Q2	$526K	Hold	4,440	–	–	0.01%	393
2025 Q1	$517K	Hold	4,440	–	–	0.01%	381
2024 Q4	$485K	Hold	4,440	–	–	0.01%	369
2024 Q3	$509K	Hold	4,440	–	–	0.01%	359
2024 Q2	$465K	Sell	4,440 -30	-0.7%	-$3.12K	0.01%	354
2024 Q1	$471K	Hold	4,470	–	–	0.01%	349
2023 Q4	$449K	Hold	4,470	–	–	0.01%	355
2023 Q3	$427K	Hold	4,470	–	–	0.02%	347
2023 Q2	$438K	Hold	4,470	–	–	0.01%	351
2023 Q1	$432K	Sell	4,470 -500	-10%	-$47.7K	0.02%	356
2022 Q4	$472K	Hold	4,970	–	–	0.02%	345
2022 Q3	$440K	Hold	4,970	–	–	0.02%	352
2022 Q2	$469K	Hold	4,970	–	–	0.02%	345
2022 Q1	$521K	Hold	4,970	–	–	0.02%	346
2021 Q4	$539K	Hold	4,970	–	–	0.02%	336
2021 Q3	$511K	Hold	4,970	–	–	0.02%	338
2021 Q2	$511K	Hold	4,970	–	–	0.02%	334
2021 Q1	$491K	Sell	4,970 -250	-5%	-$24.3K	0.02%	331
2020 Q4	$506K	Hold	5,220	–	–	0.03%	312
2020 Q3	$479K	Hold	5,220	–	–	0.03%	304
2020 Q2	$457K	Hold	5,220	–	–	0.03%	295
2020 Q1	$420K	Hold	5,220	–	–	0.03%	286
2019 Q4	$501K	Hold	5,220	–	–	0.03%	301
2019 Q3	$494K	Hold	5,220	–	–	0.03%	293
2019 Q2	$480K	Hold	5,220	–	–	0.03%	287
2019 Q1	$467K	Hold	5,220	–	–	0.03%	282
2018 Q4	$424K	Hold	5,220	–	–	0.04%	279
2018 Q3	$459K	Hold	5,220	–	–	0.03%	279
2018 Q2	$434K	Hold	5,220	–	–	0.03%	277
2018 Q1	$438K	Hold	5,220	–	–	0.04%	274
2017 Q4	$440K	Hold	5,220	–	–	0.04%	265
2017 Q3	$425K	Hold	5,220	–	–	0.04%	274
2017 Q2	$413K	Hold	5,220	–	–	0.04%	270
2017 Q1	$403K	Hold	5,220	–	–	0.04%	271
2016 Q4	$379K	Sell	5,220 -2,650	-34%	-$194K	0.04%	268
2016 Q3	$599K	Sell	7,870 -100	-1%	-$7.69K	0.07%	218
2016 Q2	$608K	Hold	7,970	–	–	0.07%	225
2016 Q1	$586K	Hold	7,970	–	–	0.07%	224
2015 Q4	$552K	Hold	7,970	–	–	0.06%	227
2015 Q3	$533K	Hold	7,970	–	–	0.07%	234
2015 Q2	$555K	Hold	7,970	–	–	0.06%	239
2015 Q1	$571K	Buy	7,970 +120	+2%	+$8.5K	0.06%	236
2014 Q4	$541K	Hold	7,850	–	–	0.06%	246
2014 Q3	$523K	Sell	7,850 -50	-0.6%	-$3.36K	0.06%	245
2014 Q2	$527K	Hold	7,900	–	–	0.06%	245
2014 Q1	$508K	Hold	7,900	–	–	0.06%	237
2013 Q4	$503K	Hold	7,900	–	–	0.06%	232
2013 Q3	$488K	Hold	7,900	–	–	0.07%	223
2013 Q2	$473K	Buy	+7,900	New	+$491K	0.07%	218

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

WhitTier Trust Company's ACWV Position: Q2 2026 in Review

WhitTier Trust Company held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q2 2026 at 4,415 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #382.

WhitTier Trust Company first reported a position in ACWV in Q2 2013 and has held it in 53 quarters since. The position peaked at $608K in Q2 2016. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

WhitTier Trust Company held 4,415 shares of iShares MSCI Global Min Vol Factor ETF worth $542K as of Q2 2026.
WhitTier Trust Company left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI Global Min Vol Factor ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #382 holding.
WhitTier Trust Company first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's iShares MSCI Global Min Vol Factor ETF position peaked at $608K in Q2 2016.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.