ACWV — ISHARES INC MSCI GBL MIN VOL ETF

Ownership history in MATHER GROUP, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in ISHARES INC MSCI GBL MIN VOL ETF (ACWV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 745 -27 -3.5% 0.00% $89K $118.63
2025 Q1 UNCHANGED 772 — 0% 0.00% $90K $113.97
2024 Q4 ADDED 772 +628 +436.1% 0.00% $84K $106.94
2024 Q3 ADDED 144 +74 +105.7% 0.00% $16K $110.54
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% of Fund (quarterly)    ACWV price (monthly, adj. close)

Other funds also holding ACWV

As of 2025 Q4 — sorted by position size

SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.07% ASPIRIANT, LLC 3Y 7Y 8.21% DORVAL Corp 6.67% Tacita Capital Inc 3Y 6.06% Ackerman Capital Advisors, LLC 3Y 7Y 3.09% Portland Financial Advisors Inc 3.07% IRON Financial LLC 3Y 7Y 2.85% BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3Y 2.42% Hudson Oak Wealth Advisory LLC 1.9% Financial Connections Group, Inc. 3Y 1.84%
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