CFFP
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Center for Financial Planning’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-241
Closed -$28K – 649
2025
Q1 		$28K Buy
+241
New +$27.2K ﹤0.01% 353

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Center for Financial Planning's ACWV Position: Q2 2025 in Review

Center for Financial Planning sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2025, closing a stake of 241 shares — an estimated $28K sold.

Center for Financial Planning first reported a position in ACWV in Q1 2025 and held it in 1 quarter. The position peaked at $28K in Q1 2025. 320 funds tracked by Wall St. Rank hold ACWV as of Q2 2025.

  • Center for Financial Planning reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Center for Financial Planning sold 241 iShares MSCI Global Min Vol Factor ETF shares in Q2 2025, an estimated $28K.
  • Center for Financial Planning first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2025 and held it in 1 quarter.
  • Center for Financial Planning's iShares MSCI Global Min Vol Factor ETF position peaked at $28K in Q1 2025.
  • 320 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.