WPG Advisers’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

WPG Advisers’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 Q3	$322K	Sell	2,623 -193	-7%	-$24.1K	0.17%	68
2026 Q2	$339K	Buy	2,816 +20	+0.7%	+$2.42K	0.2%	66
2026 Q1	$334K	Sell	2,796 -58	-2%	-$7.02K	0.25%	52
2025 Q4	$339K	Buy	2,854 +24	+0.8%	+$2.87K	0.25%	59
2025 Q3	$339K	Buy	2,830 +5	+0.2%	+$594	0.26%	54
2025 Q2	$335K	Sell	2,825 -180	-6%	-$21K	0.28%	53
2025 Q1	$350K	Sell	3,005 -293	-9%	-$33.1K	0.33%	46
2024 Q4	$360K	Buy	+3,298	New	+$373K	0.33%	46

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

WPG Advisers's ACWV Position: Q3 2026 in Review

WPG Advisers reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 6.9% in Q3 2026, selling an estimated $24.1K and leaving 2,623 shares worth $322K. The position accounts for 0.17% of the portfolio, ranked #68.

WPG Advisers first reported a position in ACWV in Q4 2024 and has held it in 8 quarters since. The position peaked at $360K in Q4 2024. 106 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

WPG Advisers held 2,623 shares of iShares MSCI Global Min Vol Factor ETF worth $322K as of Q3 2026.
WPG Advisers sold 193 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $24.1K.
iShares MSCI Global Min Vol Factor ETF made up 0.17% of WPG Advisers's portfolio in Q3 2026, its #68 holding.
WPG Advisers first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2024 and has held it in 8 quarters since.
WPG Advisers's iShares MSCI Global Min Vol Factor ETF position peaked at $360K in Q4 2024.
106 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on WPG Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.