Asset Planning Corporation’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Asset Planning Corporation’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
2025 Q3	$284K	Hold	2,372	–	–	0.13%	41
2025 Q2	$281K	Hold	2,372	–	–	0.15%	37
2025 Q1	$276K	Hold	2,372	–	–	0.16%	37
2024 Q4	$259K	Hold	2,372	–	–	0.16%	39
2024 Q3	$272K	Hold	2,372	–	–	0.18%	40
2024 Q2	$248K	Hold	2,372	–	–	0.19%	38
2024 Q1	$250K	Hold	2,372	–	–	0.18%	38
2023 Q4	$238K	Hold	2,372	–	–	0.18%	37
2023 Q3	$226K	Hold	2,372	–	–	0.17%	38
2023 Q2	$233K	Hold	2,372	–	–	0.18%	37
2023 Q1	$229K	Hold	2,372	–	–	0.18%	35
2022 Q4	$225K	Hold	2,372	–	–	0.19%	35
2022 Q3	$210K	Hold	2,372	–	–	0.2%	32
2022 Q2	$224K	Hold	2,372	–	–	0.19%	34
2022 Q1	$249K	Hold	2,372	–	–	0.22%	32
2021 Q4	$257K	Hold	2,372	–	–	0.22%	31
2021 Q3	$244K	Hold	2,372	–	–	0.23%	29
2021 Q2	$244K	Hold	2,372	–	–	0.24%	29
2021 Q1	$234K	Hold	2,372	–	–	0.24%	28
2020 Q4	$230K	Buy	+2,372	New	+$224K	0.23%	26

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Asset Planning Corporation's ACWV Position: Q3 2025 in Review

Asset Planning Corporation held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2025 at 2,372 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #41.

Asset Planning Corporation first reported a position in ACWV in Q4 2020 and has held it in 20 quarters since. 306 funds tracked by Wall St. Rank hold ACWV as of Q3 2025.

Asset Planning Corporation held 2,372 shares of iShares MSCI Global Min Vol Factor ETF worth $284K as of Q3 2025.
Asset Planning Corporation left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2025.
iShares MSCI Global Min Vol Factor ETF made up 0.13% of Asset Planning Corporation's portfolio in Q3 2025, its #41 holding.
Asset Planning Corporation first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2020 and has held it in 20 quarters since.
306 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.