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WP Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

WP Advisors’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
Q1 		$285K Hold
2,384
– – 0.07% 99
2025
Q4 		$283K Buy
2,384
+26
+1% +$3.11K 0.07% 100
2025
Q3 		$283K Hold
2,358
– – 0.07% 101
2025
Q2 		$280K Buy
2,358
+24
+1% +$2.79K 0.08% 95
2025
Q1 		$272K Hold
2,334
– – 0.09% 93
2024
Q4 		$255K Buy
2,334
+34
+1% +$3.85K 0.08% 92
2024
Q3 		$263K Hold
2,300
– – 0.1% 85
2024
Q2 		$241K Sell
2,300
-466
-17% -$48.4K 0.08% 98
2024
Q1 		$291K Hold
2,766
– – 0.1% 95
2023
Q4 		$278K Buy
2,766
+43
+2% +$4.17K 0.1% 91
2023
Q3 		$260K Hold
2,723
– – 0.11% 88
2023
Q2 		$267K Buy
2,723
+24
+0.9% +$2.36K 0.11% 90
2023
Q1 		$261K Hold
2,699
– – 0.11% 88
2022
Q4 		$256K Buy
2,699
+33
+1% +$3.1K 0.11% 94
2022
Q3 		$236K Hold
2,666
– – 0.11% 97
2022
Q2 		$252K Buy
2,666
+26
+1% +$2.58K 0.11% 97
2022
Q1 		$277K Hold
2,640
– – 0.11% 95
2021
Q4 		$286K Buy
2,640
+28
+1% +$2.96K 0.12% 89
2021
Q3 		$268K Hold
2,612
– – 0.11% 90
2021
Q2 		$269K Buy
2,612
+24
+0.9% +$2.45K 0.11% 87
2021
Q1 		$255K Hold
2,588
– – 0.11% 80
2020
Q4 		$251K Buy
2,588
+21
+0.8% +$1.99K 0.12% 81
2020
Q3 		$236K Hold
2,567
– – 0.14% 73
2020
Q2 		$225K Buy
2,567
+27
+1% +$2.34K 0.16% 66
2020
Q1 		$204K Hold
2,540
– – 0.2% 47
2019
Q4 		$243K Buy
2,540
+37
+1% +$3.52K 0.25% 56
2019
Q3 		$237K Hold
2,503
– – 0.27% 51
2019
Q2 		$231K Buy
2,503
+27
+1% +$2.44K 0.26% 57
2019
Q1 		$2.21K Hold
2,476
– – 0.24% 55
2018
Q4 		$201K Buy
2,476
+31
+1% +$2.62K 0.2% 59
2018
Q3 		$215K Buy
+2,445
New +$210K 0.2% 57

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WP Advisors's ACWV Position: Q1 2026 in Review

WP Advisors held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q1 2026 at 2,384 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #99.

WP Advisors first reported a position in ACWV in Q3 2018 and has held it in 31 quarters since. The position peaked at $291K in Q1 2024. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

  • WP Advisors held 2,384 shares of iShares MSCI Global Min Vol Factor ETF worth $285K as of Q1 2026.
  • WP Advisors left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI Global Min Vol Factor ETF made up 0.07% of WP Advisors's portfolio in Q1 2026, its #99 holding.
  • WP Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2018 and has held it in 31 quarters since.
  • WP Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $291K in Q1 2024.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.