Skip to content
Disclosery

ACWV ISHARES INC

Follow

MSCI GBL MIN VOL (fund)

319 managers (321 13F filers) reported a position in ACWV shares at 2025-06-30, 18,006,425 shares in all. 29 filers opened a position and 38 filers sold out during the quarter.

Managers
319
13F filers
321
New
29
Added
102
Reduced
117
Sold out
38
Shares held by filers
18,006,425

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Pure Financial Advisors, LLC2,524$299K0.01%new13F-HRTimeline
Twelve Points Wealth Management LLC2,516$298K0.08%013F-HRTimeline
FIRST AMERICAN BANK2,500$296K0.02%013F-HRTimeline
Dorsey & Whitney Trust CO LLC2,500$296K0.02%013F-HRTimeline
Graypoint LLC2,500$296K0.02%013F-HRTimeline
Lee Financial Co2,416$286K0.04%013F-HRTimeline
TD Waterhouse Canada Inc.2,411$286K<0.01%+26513F-HRTimeline
Genesis Wealth Advisors, LLC2,382$282K0.21%-2013F-HRTimeline
Syntegra Private Wealth Group, LLC2,376$282K0.03%+3413F-HRTimeline
ASSET PLANNING CORPORATION2,372$281K0.15%013F-HRTimeline
WP Advisors, LLC2,358$280K0.08%+2413F-HRTimeline
First Heartland Consultants, Inc.2,349$279K0.02%-1213F-HRTimeline
Strategic Blueprint, LLC2,343$278K0.01%new13F-HRTimeline
Western Wealth Management, LLC2,307$274K0.02%-1113F-HRTimeline
BSW Wealth Partners2,302$273K0.04%013F-HRTimeline
Argent Trust Co2,300$273K0.01%013F-HRTimeline
Joel Isaacson & Co., LLC2,243$266K0.01%013F-HRTimeline
Magnus Financial Group LLC2,243$266K0.02%-3713F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …2,236$265K0.1%013F-HRTimelineGroup
Klingman & Associates, LLC2,231$265K0.01%013F-HRTimeline
Accurate Wealth Management, LLC2,225$262K0.04%+1213F-HRTimeline
TKG Advisors, LLC2,197$260K0.12%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,172$258K0.03%+31713F-HRTimeline
Optivise Advisory Services LLC2,154$255K0.13%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,145$254K0.03%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,136$253K0.01%new13F-HRTimeline
Operose Advisors LLC2,134$253K0.07%-14713F-HRTimeline
High Falls Advisors, Inc2,121$251K0.06%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,100$249K<0.01%-2,85113F-HRTimelineGroup
Cresset Asset Management, LLC2,100$249K<0.01%-26,52513F-HR/ATimeline
Advisory Services Network, LLC2,139$249K<0.01%-17513F-HRTimeline
Independent Advisor Alliance2,060$244K0.01%-613F-HRTimeline
Trilogy Capital Inc.2,047$243K0.01%new13F-HRTimeline
Symmetry Partners, LLC2,030$241K0.03%-5713F-HRTimeline
Legacy Advisory Services, LLC1,968$233K0.19%+1613F-HRTimeline
Soltis Investment Advisors LLC1,905$226K0.02%-4113F-HRTimeline
JMG Financial Group, Ltd.1,904$226K0.01%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC1,903$226K0.06%new13F-HRTimeline
Arax Advisory Partners1,896$225K0.01%013F-HRTimeline
Independent Wealth Network Inc.1,892$224K0.08%-7813F-HRTimeline
Veery Capital, LLC1,886$224K0.08%013F-HRTimeline
Mascoma Wealth Management LLC1,860$221K0.05%013F-HRTimeline
Syverson Strege & Co1,850$219K0.05%-3313F-HRTimeline
Safeguard Investment Advisory Group, LLC1,838$218K0.05%-3613F-HRTimeline
Prasad Wealth Partners, LLC1,809$214K0.06%-53613F-HRTimeline
Daner Wealth Management, LLC1,795$213K0.15%13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC1,796$213K<0.01%013F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV1,781$210K0.1%-513F-HRTimeline
Creekmur Asset Management LLC1,766$209K0.04%-913F-HRTimeline
Lynx Investment Advisory1,746$207K0.14%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,717$204K<0.01%-7813F-HRTimeline
PRIVATE TRUST CO NA1,710$203K0.02%-41613F-HRTimeline
CFM WEALTH PARTNERS LLC1,708$203K0.03%new13F-HRTimeline
Apeiron RIA LLC1,693$201K0.05%-10413F-HRTimeline
PETRA FINANCIAL ADVISORS INC1,689$200K0.13%new13F-HRTimeline
Capital Investment Advisory Services, L…1,506$179K0.01%-32213F-HRTimeline
Allworth Financial LP1,423$169K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,417$168K<0.01%-4513F-HRTimeline
AdvisorNet Financial, Inc1,388$165K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,273$151K0.01%-1,76613F-HRTimelineGroup
Pacific Center for Financial Services1,262$150K0.04%+1313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,226$145K0.01%-5413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,082$128K<0.01%-25,60313F-HRTimelineGroup
Holos Integrated Wealth LLC1,072$127K0.08%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,000$119K-75Timeline
Tortoise Investment Management, LLC827$98.1K0.01%013F-HRTimeline
Boreal Capital Management LLC800$94.9K0.08%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management787$93.3K<0.01%-43213F-HRTimelineGroup
Cape Investment Advisory, Inc.697$82.6K0.03%+1113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.681$80.7K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB670$79.4K<0.01%013F-HRTimeline
Tidemark, LLC656$77.8K0.03%013F-HRTimeline
Parallel Advisors, LLC627$74.3K<0.01%013F-HRTimeline
IFP Advisors, Inc564$66.9K<0.01%+7513F-HRTimeline
Keener Financial Planning LLC481$57K0.03%new13F-HRTimeline
Federation des caisses Desjardins du Qu…468$55.5K<0.01%-22013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC464$55K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC433$51.4K<0.01%-4713F-HRTimeline
Sachetta, LLC426$50.6K0.02%-3713F-HRTimeline
LANARK FINANCIAL, INC.407$48K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC388$46K0.02%new13F-HRTimeline
Keystone Global Partners, LLC381$45.3K0.02%+36813F-HRTimeline
GPS Wealth Strategies Group, LLC364$43.2K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC297$35.3K0.01%-713F-HRTimeline
Cornerstone Planning Group LLC300$35.3K0.01%+313F-HRTimeline
Pineridge Advisors LLC277$32.9K0.01%+313F-HRTimeline
CENTRAL TRUST Co269$31.9K<0.01%013F-HRTimeline
GeoWealth Management, LLC269$31.9K<0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC242$28.7K0.01%new13F-HRTimeline
Independence Bank of Kentucky210$24.9K<0.01%013F-HRTimeline
Investors Research Corp209$24.8K<0.01%-10013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC206$24.4K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.162$19.2K0.01%013F-HRTimeline
Richard Bernstein Advisors LLC154$18.4K<0.01%+7613F-HRTimeline
GAMMA Investing LLC154$18.3K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.144$17K0.01%+213F-HRTimeline
Whipplewood Advisors, LLC126$14.9K0.01%-7313F-HRTimeline
TRUST CO OF VERMONT103$12.2K<0.01%013F-HRTimeline
SIGNATUREFD, LLC100$11.9K<0.01%+113F-HRTimeline
Crewe Advisors LLC100$11.9K<0.01%013F-HRTimeline
First Pacific Financial85$10.1K<0.01%-5713F-HRTimeline
Painted Porch Advisors LLC85$10K<0.01%+113F-HRTimeline
Blue Trust, Inc.71$8.41K<0.01%+113F-HRTimeline
Glass Jacobson Investment Advisors llc70$8.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC65$7.75K<0.01%-1613F-HRTimeline
BARRETT & COMPANY, INC.60$7.11K<0.01%013F-HRTimeline
HighMark Wealth Management LLC60$7.07K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners65$7K<0.01%013F-HRTimeline
TSFG, LLC61$7K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department52$6.17K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC45$5.34K<0.01%+1013F-HRTimeline
Transce3nd, LLC32$3.79K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS29$3.44K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC22$2.55K<0.01%+113F-HRTimeline
LGT Financial Advisors LLC17$2.02K0.01%013F-HRTimeline
North Capital, Inc.17$2.02K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.6$712<0.01%013F-HRTimeline
Smartleaf Asset Management LLC2$235<0.01%-113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.