Form 13-F position report

ISHARES MSCI GLOBAL MIN VOL FA

Reported by Syverson Strege & Co

ETF profile Manager portfolio Source filing
ACWV CUSIP 464286525 Manager CIK 0001682057
Latest reported change

Reported 16,705 shares, down 226 (1.3%) from the prior quarter.

Reported value 3.8%; share count -1.3% vs. the prior quarter.

Reduced
% of reported 13F value 0.65% This manager · Q4 2023
Shares 16,705 Quarter-end amount reported
Reported value $1,676,367 Fair value at quarter end
Consecutive quarters held 13 Through Q4 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2025 Reduced 0 -1,850 (-100.0%) 0 $0 2025-12-01
Q2 2025 Reduced 1,850 -33 (-1.8%) 0.05% $219,339 2025-08-04
Q1 2025 Reduced 1,883 -79 (-4.0%) 0.07% $219,167 2025-05-13
Q4 2024 Reduced 1,962 -46 (-2.3%) 0.07% $214,223 2025-02-11
Q3 2024 Reduced 2,008 -191 (-8.7%) 0.08% $229,960 2024-11-12
Q2 2024 Reduced 2,199 -346 (-13.6%) 0.08% $230,093 2024-08-07
Q1 2024 Reduced 2,545 -14,160 (-84.8%) 0.1% $267,863 2024-04-30
Q4 2023 Reduced 16,705 -226 (-1.3%) 0.65% $1,676,367 2024-02-14
Q3 2023 Added 16,931 +284 (1.7%) 0.72% $1,615,597 2023-11-09
Q2 2023 Reduced 16,647 -838 (-4.8%) 0.7% $1,632,363 2023-08-04
Q1 2023 Reduced 17,485 -123 (-0.7%) 0.72% $1,691,635 2023-05-03
Q4 2022 Reduced 17,608 -4,225 (-19.4%) 0.76% $1,673,110 2023-02-07
Q3 2022 Reduced 21,833 -1,618 (-6.9%) 0.98% $1,934,000 2022-11-09
Q2 2022 Reduced 23,451 -6,451 (-21.6%) 0.81% $2,216,000 2022-08-11
Q1 2022 Added 29,902 +1,238 (4.3%) 3.41% $3,134,000 2022-04-13
Q4 2021 Reduced 28,664 -2,631 (-8.4%) 2.3% $3,104,000 2022-01-19
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Institutional context

Who else reported the position

327 managers reported ISHARES MSCI GLOBAL MIN VOL FA for Q4 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
ASPIRIANT LLC Reduced 2,618,332 -146,061 11.83% $262,751,228 34 qtrs
MANUFACTURERS LIFE INSURANCE COMPANY THE Added 2,387,360 +169,593 0.14% $239,571,576 14 qtrs
SEI INVESTMENTS COMPANY Reduced 2,111,022 -23,828 0.34% $211,841,790 37 qtrs
BlackRock Inc Added 1,806,332 +2,390 < 0.01% $181,265,417 43 qtrs
Bank of America Corporation Reduced 1,591,188 -50,465 0.02% $159,675,758 43 qtrs
1832 Asset Management L P Reduced 775,621 -1,160,076 0.11% $77,833,567 8 qtrs
LPL Financial LLC Reduced 651,026 -8,530 0.04% $65,330,505 43 qtrs
MORGAN STANLEY Reduced 508,332 -171,076 < 0.01% $51,011,184 43 qtrs
UBS Group AG Reduced 411,940 -32,942 0.01% $41,338,179 37 qtrs
JANE STREET GROUP LLC Reduced 368,000 -545,788 < 0.01% $36,928,800 5 qtrs
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Filing details and methodology As reported
Report period
December 31, 2023
Filed
February 14, 2024
Filing type
13F-HR
Position type
MSCI GBL MIN VOL

Voting authority reported

Sole
0
Shared
0
None
16,705

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.