iShares MSCI Global Min VolACWVETF

13F holders, Q1 2025 (March 31)
327holders +12
38new positions
23sold out
3famous investors
$116.26avg. 13F price*

At the end of Q1 2025, 327 institutions reported holding iShares MSCI Global Min Vol (ACWV) in their 13F filings, up 12 from Q4 2024. 38 opened new positions and 23 sold out. The largest holders were Sei Investments Co. ($297.5M), Aspiriant, LLC ($285.0M) and Manufacturers Life Insurance Company, The ($219.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
iShares MSCI Global Min Vol
CUSIP
464286525
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 301Q1 2024Q2 2024: 305Q2 2024Q3 2024: 311Q3 2024Q4 2024: 315Q4 2024Q1 2025: 327Q1 2025Q2 2025: 320Q2 2025Q3 2025: 306Q3 2025Q4 2025: 330Q4 2025Q1 2026: 311Q1 2026Q2 2026: 311Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions38$72.8M
Exits23$13.8M

All 13F filers, Q4 2024 → Q1 2025: 1,004,059 shares bought and 640,541 shares sold, net +363,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 327 holders

Sei Investments Co. 0.38% Reduce -1.3% 2,556,319 $297.5M
Aspiriant, LLC 9.90% Add +0.9% 2,449,396 $285.0M
Manufacturers Life Insurance Company, The 0.21% Reduce -1.8% 1,882,283 $219.0M
BlackRock, Inc. 0.00% Reduce -2.6% 1,624,467 $189.0M
Bank of America Corp. 0.01% Reduce -2.6% 1,302,519 $151.6M
LPL Financial LLC 0.03% Reduce -0.3% 651,556 $75.8M
Morgan Stanley 0.00% Reduce -2.2% 405,539 $47.2M
UBS Group AG 0.01% Reduce -1.7% 401,320 $46.7M
Envestnet Asset Management Inc. 0.01% Reduce -21.8% 247,656 $28.8M
Ameriprise Financial Inc. 0.01% Add +2.3% 236,192 $27.5M
Tanglewood Wealth Management, Inc. 3.04% New 232,522 $27.1M
Searcy Financial Services Inc. 11.02% Add +2.7% 218,923 $25.5M
Raymond James Financial Inc. 0.01% Reduce -5.3% 215,966 $25.1M
1832 Asset Management L.P. 0.05% Reduce -5.8% 214,326 $24.9M
JPMorgan Chase & Co. 0.00% Add +63.9% 182,594 $21.2M
HB Wealth Management, LLC 0.18% New 179,035 $20.8M
Bessemer Group Inc. 0.04% No change 168,188 $19.6M
DORVAL Corp 7.35% Add +1.3% 158,803 $18.3M
National Bank of Canada 0.02% Add +23.8% 153,175 $17.8M
FMR LLC 0.00% Add +21.7% 145,909 $17.0M
Baron Silver Stevens Financial Advisors, LLC 2.64% Reduce -2.9% 129,791 $15.1M
Commonwealth Equity Services, LLC 0.02% Reduce -0.4% 117,647 $13.7M
Ackerman Capital Advisors, LLC 3.37% Add +1.9% 109,649 $12.8M
Wells Fargo & Company 0.00% Reduce -12.7% 103,690 $12.1M
Glenmede Trust Co. NA 0.06% Add +0.4% 99,998 $11.6M
Mariner, LLC 0.02% Reduce -4.2% 97,910 $11.4M
Captrust Financial Advisors 0.03% Add +8.7% 94,833 $11.0M
Wealth Enhancement Advisory Services, LLC 0.02% Add +1.9% 94,298 $11.0M
Equitable Holdings, Inc. 0.10% Reduce -1.5% 93,579 $10.9M
Dynamic Advisor Solutions LLC 0.33% Add +10.2% 86,932 $10.1M
Kestra Advisory Services, LLC 0.05% Reduce -7.2% 86,839 $10.1M
Truist Financial Corp. 0.02% Reduce -11.3% 84,607 $9.8M
Tacita Capital Inc 6.94% Reduce -0.4% 82,751 $9.6M
Renaissance Technologies 0.01% Add +118.6% 81,100 $9.4M
Mercer Global Advisors Inc. 0.02% Reduce -4.8% 79,911 $9.3M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -7.2% 77,432 $9.0M
Royal Bank of Canada 0.00% Add +1.3% 72,745 $8.5M
Alliancebernstein L.P. 0.00% Reduce -47.6% 69,204 $8.1M
WFA Asset Management Corp 4.08% Add +26.2% 74,173 $7.8M
Fiera Capital Corp 0.03% Add +1.2% 66,680 $7.8M
IRON Financial LLC 3.67% Reduce -15.0% 56,234 $6.5M
Cetera Investment Advisers 0.01% Reduce -11.9% 54,971 $6.4M
Financial Connections Group, Inc. 2.44% Reduce -0.6% 46,777 $5.4M
Rockefeller Capital Management L.P. 0.01% Reduce -10.5% 44,385 $5.2M
Osaic Holdings, Inc. 0.01% Add +7.8% 43,759 $5.1M
Valmark Advisers, Inc. 0.07% Add +35.9% 42,129 $4.9M
Turtle Creek Wealth Advisors, LLC 0.69% No change 39,525 $4.6M
SYM FINANCIAL Corp 0.56% Add +4.3% 39,093 $4.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.3% 37,946 $4.4M
HighTower Advisors, LLC 0.01% Reduce -2.4% 35,320 $4.1M
&partners 0.04% Add +1.3% 34,918 $4.0M
Cadent Capital Advisors, LLC 1.53% Add +0.0% 34,598 $4.0M
Patriot Financial Group Insurance Agency, LLC 0.54% Add +27.5% 34,597 $4.0M
Cwm, LLC 0.02% Add +6.3% 33,380 $3.9M
GSG Advisors LLC 1.25% Add +0.9% 33,973 $3.8M
Qube Research & Technologies Ltd 0.01% Add +137.9% 32,282 $3.8M
Creekside Partners 1.95% Reduce -2.3% 32,038 $3.7M
NewEdge Advisors, LLC 0.02% Reduce -6.6% 29,138 $3.4M
Cresset Asset Management, LLC 0.02% Reduce -3.3% 28,625 $3.3M
Old Mission Capital LLC 0.06% New 28,579 $3.3M
Brookstone Capital Management 0.05% Add +10.5% 28,390 $3.3M
Assetmark, Inc. 0.01% Add +44375.0% 26,685 $3.1M
Merit Financial Group, LLC 0.04% Add +82.6% 25,569 $3.0M
John W. Brooker & Co., CPAs 1.22% Reduce -2.3% 25,360 $3.0M
Clearstead Advisors, LLC 0.05% Reduce -9.8% 24,914 $2.9M
Susquehanna International Group, LLP 0.00% New 23,827 $2.8M
Geneos Wealth Management Inc. 0.09% Add +152.4% 23,665 $2.8M
Perigon Wealth Management, LLC 0.07% Reduce -1.8% 22,848 $2.7M
Rwa Wealth Partners, LLC 0.03% New 22,644 $2.6M
Old National Bancorp 0.07% New 22,466 $2.6M
Jones Financial Companies LLLP 0.00% Add +17.1% 21,443 $2.5M
Balentine LLC 0.10% Reduce -6.2% 21,211 $2.5M
Algorithmic Investment Models, LLC 1.77% New 20,704 $2.4M
Prudential PLC 0.01% Add +20.5% 20,562 $2.4M
Arcus Capital Partners, LLC 0.88% Reduce -11.8% 18,868 $2.2M
K2 Financial Inc. 2.12% Add +2.5% 19,064 $2.2M
Sanctuary Advisors, LLC 0.02% Reduce -3.0% 18,532 $2.2M
PFG Advisors 0.12% Reduce -1.3% 18,471 $2.1M
Stratos Wealth Advisors, LLC 0.12% Reduce -0.7% 18,393 $2.1M
Consolidated Portfolio Review Corp 0.30% Reduce -0.1% 16,252 $1.9M
Lester Murray Antman dba SimplyRich 0.53% Add +4.0% 15,671 $1.8M
First International Bank & Trust 0.56% No change 15,100 $1.8M
Granite FO LLC 0.98% Reduce -12.2% 14,753 $1.7M
Financial Advisors, LLC 0.33% No change 14,277 $1.7M
United Capital Financial Advisors, LLC 0.01% Reduce -14.3% 13,954 $1.6M
Citadel Advisors 0.00% Add +13.9% 13,926 $1.6M
Philip James Wealth Mangement, LLC 0.21% Reduce -7.8% 13,924 $1.6M
Ausdal Financial Partners, Inc. 0.12% Reduce -0.6% 13,883 $1.6M
Flow Traders U.S. LLC 0.07% New 13,580 $1.6M
U.S. Capital Wealth Advisors, LLC 0.05% Add +40.7% 13,563 $1.6M
NewEdge Wealth, LLC 0.03% No change 13,266 $1.5M
Visionary Wealth Advisors 0.09% Reduce -0.4% 13,250 $1.5M
Janney Montgomery Scott LLC 0.00% Reduce -11.3% 12,773 $1.5M
Snowden Capital Advisors LLC 0.05% Add +4.1% 12,625 $1.5M
Planning Directions Inc. 0.62% Reduce -5.5% 12,533 $1.5M
Portland Financial Advisors Inc 3.67% Reduce -2.0% 12,341 $1.4M
Cibc World Market Inc. 0.00% Add +7.7% 12,069 $1.4M
Vantage Financial Partners, LLC 0.35% Reduce -6.2% 12,051 $1.4M
TFB Advisors LLC 0.40% Add +0.5% 12,001 $1.4M
Harbour Investments, Inc. 0.04% Reduce -3.9% 11,446 $1.3M
Arkansas Financial Group, Inc. 0.23% No change 11,709 $1.3M
Rik Saylor Financial, Inc. 1.15% Reduce -0.0% 11,180 $1.3M
Stratos Wealth Partners, LTD. 0.02% Add +7.9% 10,891 $1.3M
Signature Estate & Investment Advisors LLC 0.03% Add +7.5% 10,811 $1.3M
Sequoia Financial Advisors, LLC 0.01% New 10,755 $1.3M
Professional Financial Advisors, LLC 0.32% No change 10,745 $1.3M
Stephens Inc. 0.02% Reduce -5.3% 10,641 $1.2M
Summit Global Investments 0.09% New 10,554 $1.2M
Alesco Advisors, LLC, An ESL Co 0.04% No change 10,441 $1.2M
Colton Groome Financial Advisors, LLC 0.43% New 9,555 $1.1M
Pinnacle Financial Partners Inc 0.02% No change 9,468 $1.1M
WBH Advisory Inc. 0.10% Add +29.1% 9,445 $1.1M
Freedom Investment Management, Inc. 0.09% Add +5.9% 9,146 $1.1M
Wealthspire Advisors, LLC 0.01% Reduce -9.2% 8,746 $1.0M
Waverly Advisors, LLC 0.01% Reduce -5.7% 8,575 $998K
Creative Planning 0.00% Add +2.6% 8,564 $997K
Bond & Devick Financial Network, Inc. 0.35% Add +4.3% 8,327 $969K
Cerity Partners LLC 0.00% Reduce -1.3% 7,940 $924K
Brown Brothers Harriman & Co. 0.01% Reduce -47.9% 7,868 $916K
Marks Group Wealth Management, Inc 0.09% New 7,831 $911K
Well Done, LLC 0.16% Reduce -1.7% 8,329 $910K
Savant Capital, LLC 0.01% Reduce -2.8% 7,711 $897K
Summit Financial, LLC 0.02% Reduce -60.9% 7,541 $878K
Northern Trust Corp. 0.00% Reduce -5.3% 7,524 $876K
Csenge Advisory Group 0.05% Add +4.0% 7,513 $859K
Vertex Planning Partners, LLC 0.18% Add +1.9% 7,114 $828K
Granite Harbor Advisors, Inc. 0.43% No change 6,986 $813K
Kingsview Wealth Management, LLC 0.01% Add +6.0% 6,846 $797K
Centaurus Financial, Inc. 0.05% Add +2.0% 6,770 $788K
Integrated Wealth Concepts LLC 0.01% Add +0.4% 6,735 $784K
Moneta Group Investment Advisors LLC 0.01% Add +1.8% 6,641 $773K
Bellwether Advisors, LLC 0.16% Add +3.9% 6,642 $771K
West Family Investments, Inc. 0.29% Reduce -21.4% 5,169 $765K
Bryant Woods Investment Advisors, LLC 0.36% Reduce -4.3% 6,439 $749K
Diversified Enterprises, LLC 0.06% Add +130.2% 6,373 $742K
Comerica Bank 0.00% Reduce -11.6% 6,300 $733K
Wealth Dimensions Group, Ltd. 0.17% Reduce -7.8% 6,265 $729K
Atria Wealth Solutions, Inc. 0.01% Reduce -71.1% 6,196 $721K
Atria Investments, Inc 0.01% Reduce -1.6% 6,131 $713K
Blair William & Co. 0.00% Reduce -24.0% 6,001 $698K
AQR Capital Management 0.00% No change 5,982 $696K
Mutual Advisors, LLC 0.02% Add +12.8% 5,998 $688K
Corient Private Wealth LP 0.00% No change 5,909 $688K
US Bancorp \de 0.00% Reduce -44.9% 5,863 $682K
Beacon Pointe Advisors, LLC 0.01% Reduce -2.0% 5,846 $680K
OneDigital Investment Advisors LLC 0.01% Reduce -3.4% 5,684 $661K
Martin Worley Group 0.36% Reduce -9.1% 5,485 $638K
Calton & Associates, Inc. 0.14% New 5,448 $634K
Strategic Financial Concepts, LLC 0.12% Reduce -32.9% 5,342 $622K
MML Investors Services, LLC 0.00% Reduce -17.1% 5,271 $613K
LifeGoal Investments, LLC 0.65% Reduce -0.4% 5,194 $604K
Armbruster Capital Management, Inc. 0.12% No change 5,160 $600K
CKW Financial Group 0.07% Reduce -0.8% 5,067 $590K
MAI Capital Management 0.00% Reduce -6.8% 5,043 $587K
Brown Advisory Inc. 0.00% New 4,951 $576K
Silver Oak Securities, Incorporated 0.05% Add +2.0% 4,931 $570K
HSBC Holdings PLC 0.00% Reduce -12.1% 4,866 $566K
Aspetuck Financial Management LLC 0.47% Reduce -7.6% 4,670 $543K
Wealth Group, Ltd. 0.35% Add +4.0% 4,647 $541K
Stifel Financial Corp. 0.00% Add +9.4% 4,642 $540K
BXM Wealth LLC 0.64% New 4,600 $535K
PNC Financial Services Group, Inc. 0.00% Add +4.4% 4,584 $533K
Provident Wealth Management, LLC 0.18% No change 4,532 $527K
J.W. Cole Advisors, Inc. 0.02% Reduce -41.6% 4,475 $521K
Focus Partners Wealth 0.00% No change 4,470 $520K
Landaas & Co. /Wi 0.14% Add +47.0% 4,448 $518K
Whittier Trust Co. of Nevada Inc. 0.01% No change 4,440 $517K
Private Advisor Group, LLC 0.00% Reduce -60.4% 4,344 $505K
FAS Wealth Partners, Inc. 0.04% Reduce -0.8% 4,212 $490K
Principal Securities, Inc. 0.01% Add +1.6% 4,323 $472K
Van Hulzen Asset Management, LLC 0.04% No change 4,042 $470K
World Investment Advisors 0.01% No change 4,002 $466K
PDS Planning, Inc 0.04% No change 3,969 $462K
Exencial Wealth Advisors, LLC 0.02% Reduce -11.4% 3,823 $445K
Thoroughbred Financial Services, LLC 0.03% No change 3,782 $440K
Summit Wealth Partners, LLC 0.09% No change 3,725 $433K
Baird Financial Group, Inc. 0.00% Reduce -22.0% 3,699 $430K
Sensible Money, LLC 0.18% No change 3,647 $424K
Asset Dedication, LLC 0.03% No change 3,647 $424K
Bank of Montreal 0.00% Reduce -1.2% 3,619 $421K
Appleton Partners Inc. 0.03% Reduce -4.6% 3,600 $419K
Cox Capital Mgt LLC 0.30% Add +10.2% 3,522 $410K
Townsquare Capital LLC 0.00% Reduce -1.2% 3,508 $408K
Warren Street Wealth Advisors, LLC 0.16% Reduce -1.1% 3,505 $408K
Vestment Financial LLC 0.29% Reduce -5.9% 3,493 $407K
Stewardship Advisors, LLC 0.11% Add +11.0% 3,447 $401K
Steward Partners Investment Advisory, LLC 0.00% Reduce -14.5% 3,433 $399K
Stanich Group LLC 0.29% Reduce -10.5% 3,405 $396K
Keystone Financial Group 0.04% Reduce -1.2% 3,319 $386K
Focus Financial Network, Inc. 0.02% No change 3,313 $386K
Hilltop Partners LLC 0.13% Reduce -0.2% 3,306 $385K
Investment Partners Asset Management, Inc. 0.29% No change 3,228 $376K
Coppell Advisory Solutions LLC 0.05% New 8,712 $370K
Eastern Bank 0.01% No change 3,172 $369K
Moneco Advisors, LLC 0.04% Reduce -19.3% 3,068 $357K
EP Wealth Advisors, LLC 0.00% Reduce -4.0% 3,057 $356K
Wealthcare Advisory Partners LLC 0.01% Reduce -0.8% 3,052 $355K
WPG Advisers, LLC 0.33% Reduce -8.9% 3,005 $350K
Ameritas Advisory Services, LLC 0.01% No change 3,039 $334K
Legacy Capital Wealth Partners, LLC 0.08% New 2,823 $327K
Garde Capital, Inc. 0.02% No change 2,800 $326K
CGN Advisors LLC 0.03% Reduce -9.3% 2,760 $321K
Buck Wealth Strategies, LLC 0.06% Reduce -3.5% 2,727 $317K
CVFG LLC 0.29% Reduce -0.7% 2,716 $316K
Parisi Gray Wealth Management 0.10% No change 2,711 $315K
Rathbones Group PLC 0.00% Reduce -4.3% 2,707 $315K
Tranquility Partners, LLC 0.12% No change 2,669 $311K
Cable Hill Partners, LLC 0.03% Add +17.7% 2,575 $301K
Patriot Investment Management Group, Inc. 0.02% Add +0.1% 2,573 $299K
Twelve Points Wealth Management LLC 0.08% Reduce -9.8% 2,516 $293K
First American Bank 0.02% No change 2,500 $291K
Graypoint LLC 0.02% No change 2,500 $291K
Dorsey & Whitney Trust CO LLC 0.02% No change 2,500 $291K
Wolverine Trading, LLC 0.01% New 2,480 $287K
Virtue Capital Management, LLC 0.03% New 2,451 $285K
Lee Financial Co 0.04% No change 2,416 $281K
Genesis Wealth Advisors, LLC 0.23% No change 2,402 $280K
Asset Planning Corporation 0.16% No change 2,372 $276K
First Heartland Consultants, Inc. 0.03% Reduce -4.5% 2,361 $275K
Prasad Wealth Partners, LLC 0.09% No change 2,345 $273K
Syntegra Private Wealth Group, LLC 0.03% Reduce -0.1% 2,342 $273K
WP Advisors, LLC 0.09% No change 2,334 $272K
Western Wealth Management, LLC 0.02% Add +0.6% 2,318 $270K
Advisory Services Network, LLC 0.01% Add +15.0% 2,314 $269K
BSW Wealth Partners 0.04% No change 2,302 $268K
Argent Trust Co 0.01% No change 2,300 $268K
Operose Advisors LLC 0.09% Reduce -49.9% 2,281 $265K
Magnus Financial Group LLC 0.03% New 2,280 $265K
Joel Isaacson & Co., LLC 0.01% Reduce -6.3% 2,243 $261K
OneAscent Wealth Management LLC 0.11% Reduce -13.6% 2,236 $260K
Klingman & Associates, LLC 0.02% No change 2,231 $260K
Accurate Wealth Management, LLC 0.05% New 2,213 $251K
Optivise Advisory Services LLC 0.14% No change 2,154 $251K
TD Waterhouse Canada Inc. 0.00% New 2,146 $250K
Graves Light Lenhart Wealth, Inc. 0.03% No change 2,145 $250K
Private Trust Co. NA 0.03% Reduce -16.3% 2,126 $247K
High Falls Advisors, Inc 0.06% Reduce -1.5% 2,121 $247K
Symmetry Partners, LLC 0.03% Reduce -23.6% 2,087 $243K
Independent Advisor Alliance 0.01% Reduce -86.8% 2,066 $240K
Brookwood Investment Group LLC 0.04% — 2,006 $233K
Independent Wealth Network Inc. 0.09% Add +0.1% 1,970 $229K
Legacy Advisory Services, LLC 0.19% No change 1,952 $227K
Soltis Investment Advisors LLC 0.02% Add +3.1% 1,946 $226K
Arax Advisory Partners 0.01% No change 1,896 $221K
Veery Capital, LLC 0.09% No change 1,886 $219K
Syverson Strege & Co 0.07% Reduce -4.0% 1,883 $219K
Safeguard Investment Advisory Group, LLC 0.06% No change 1,874 $218K
Focus Partners Advisor Solutions, LLC 0.00% New 1,867 $217K
Mascoma Wealth Management LLC 0.05% No change 1,860 $216K
Motiv8 Investments LLC 0.14% New 1,857 $216K
Cahill Financial Advisors Inc. 0.03% Reduce -18.4% 1,855 $216K
Capital Investment Advisory Services, LLC 0.02% No change 1,828 $213K
Nottingham Advisors, Inc. 0.03% New 1,825 $212K
Apeiron RIA LLC 0.06% Reduce -2.8% 1,797 $209K
Vanguard Group Inc. 0.00% New 1,796 $209K
Avantax Advisory Services, Inc. 0.00% Reduce -18.4% 1,795 $209K
Creekmur Asset Management LLC 0.04% Add +1.5% 1,775 $207K
Compass Capital Corp. /Ma/ 0.11% New 1,786 $202K
Farther Finance Advisors, LLC 0.00% No change 1,462 $170K
Allworth Financial LP 0.00% Reduce -10.5% 1,423 $164K
AdvisorNet Financial, Inc 0.01% No change 1,388 $162K
Creative Financial Designs Inc. 0.01% Reduce -83.0% 1,280 $149K
Pacific Center for Financial Services 0.04% No change 1,249 $145K
Spire Wealth Management 0.00% No change 1,219 $142K
Holos Integrated Wealth LLC 0.08% Reduce -0.7% 1,072 $125K
Colonial Trust Advisors 0.01% No change 1,000 $116K
Howe & Rusling Inc. 0.01% New 833 $97K
Tortoise Investment Management, LLC 0.01% No change 827 $96K
Mather Group, Llc. 0.00% No change 772 $90K
Carolinas Wealth Consulting LLC 0.02% No change 722 $84K
Federation des caisses Desjardins du Quebec 0.00% Add +1.6% 688 $80K
Cape Investment Advisory, Inc. 0.03% No change 686 $80K
Wilmington Savings Fund Society, FSB 0.00% No change 670 $78K
Tidemark, LLC 0.03% No change 656 $76K
CIBC Private Wealth Group LLC 0.00% No change 681 $73K
Parallel Advisors, LLC 0.00% Reduce -6.1% 627 $73K
IFP Advisors, Inc 0.00% Reduce -6.0% 489 $57K
AE Wealth Management LLC 0.00% Reduce -2.4% 480 $56K
Capital Analysts, LLC 0.00% No change 464 $54K
Sachetta, LLC 0.02% Reduce -7.4% 463 $54K
Lanark Financial, Inc. 0.00% — 407 $47K
Arlington Trust Co LLC 0.01% New 400 $47K
GPS Wealth Strategies Group, LLC 0.01% No change 364 $42K
Investors Research Corp 0.01% No change 309 $36K
Medallion Wealth Advisors, LLC 0.02% No change 304 $35K
Cornerstone Planning Group LLC 0.01% No change 297 $34K
von Borstel & Associates, Inc. 0.01% New 287 $33K
Pineridge Advisors LLC 0.01% No change 274 $32K
CENTRAL TRUST Co 0.00% No change 269 $31K
Center for Financial Planning, Inc. 0.00% New 241 $28K
Independence Bank of Kentucky 0.00% Add +128.3% 210 $24K
O'shaughnessy Asset Management, LLC 0.00% No change 206 $24K
Caldwell Sutter Capital, Inc. 0.01% No change 162 $19K
GAMMA Investing LLC 0.00% Reduce -32.5% 154 $18K
Vermillion Wealth Management, Inc. 0.00% No change 142 $17K
First Pacific Financial 0.00% No change 142 $17K
Whipplewood Advisors, LLC 0.01% Add +55.5% 199 $15K
Elevation Wealth Partners, LLC 0.01% No change 105 $12K
Trust Co. of Vermont 0.00% New 103 $12K
Crewe Advisors LLC 0.00% No change 100 $12K
Signaturefd, LLC 0.00% No change 99 $12K
Painted Porch Advisors LLC 0.00% No change 84 $10K
CoreCap Advisors, LLC 0.00% Add +24.6% 81 $9K
Continuum Advisory, LLC 0.00% Reduce -54.9% 79 $9K
Plante Moran Financial Advisors, LLC 0.00% New 78 $9K
Richard Bernstein Advisors LLC 0.00% Reduce -76.1% 78 $9K
Colonial Trust Co / SC 0.00% No change 75 $9K
Blue Trust, Inc. 0.00% Add +366.7% 70 $8K
Glass Jacobson Investment Advisors llc 0.00% No change 70 $8K
Coston, McIsaac & Partners 0.00% Reduce -51.9% 65 $7K
Tsfg, LLC 0.00% No change 61 $7K
Barrett & Company, Inc. 0.00% New 60 $7K
BankPlus Trust Department 0.00% No change 52 $6K
Addison Advisors LLC 0.00% No change 46 $5K
DT Investment Partners, LLC 0.00% New 40 $5K
Global Wealth Strategies & Associates 0.00% New 35 $4K
Aptus Capital Advisors, LLC 0.00% Reduce -77.1% 35 $4K
Transce3nd, LLC 0.00% No change 32 $4K
BNP Paribas Financial Markets 0.00% Reduce -34.1% 29 $3K
Beacon Capital Management, LLC 0.00% No change 21 $2K
LGT Financial Advisors LLC 0.01% Add +750.0% 17 $2K
North Capital, Inc. 0.00% — 17 $2K
Keystone Global Partners, LLC 0.00% — 13 $2K
Smallwood Wealth Investment Management, LLC 0.00% New 10 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 6 $699
Smartleaf Asset Management LLC 0.00% Reduce -96.6% 3 $347
Tower Research Capital LLC (TRC) 0.00% New 3 $342

"% of holder's portfolio" is ACWV's weight in each manager's 13F, not the share of iShares MSCI Global Min Vol the manager owns.