WP
ACWV icon

WMS Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

WMS Partners’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
Q1 		– Sell
-184,474
Closed -$20.1M – 6
2024
Q4 		$20.1M Buy
184,474
+2,198
+1% +$249K 1.13% 18
2024
Q3 		$20.9M Buy
182,276
+1,112
+0.6% +$122K 1.17% 19
2024
Q2 		$19M Sell
181,164
-6,223
-3% -$647K 1.21% 19
2024
Q1 		$19.7M Sell
187,387
-9,727
-5% -$998K 1.35% 19
2023
Q4 		$19.8M Sell
197,114
-59,611
-23% -$5.78M 1.45% 19
2023
Q3 		$24.5M Sell
256,725
-15,688
-6% -$1.53M 1.94% 18
2023
Q2 		$26.7M Sell
272,413
-47,420
-15% -$4.66M 2.1% 17
2023
Q1 		$30.9M Sell
319,833
-165,493
-34% -$15.8M 2.71% 14
2022
Q4 		$46.1M Buy
485,326
+168,506
+53% +$15.8M 4.57% 5
2022
Q3 		$28.1M Buy
316,820
+307,658
+3,358% +$29.4M 3.81% 4
2022
Q2 		$866K Buy
+9,162
New +$908K 0.13% 91

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WMS Partners's ACWV Position: Q1 2025 in Review

WMS Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2025, closing a stake of 184,474 shares — an estimated $20.1M sold.

WMS Partners first reported a position in ACWV in Q2 2022 and held it in 11 quarters. The position peaked at $46.1M in Q4 2022. 327 funds tracked by Wall St. Rank hold ACWV as of Q1 2025.

  • WMS Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 184,474 iShares MSCI Global Min Vol Factor ETF shares in Q1 2025, an estimated $20.1M.
  • WMS Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2022 and held it in 11 quarters.
  • WMS Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $46.1M in Q4 2022.
  • 327 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.