Cornerstone Planning Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Cornerstone Planning Group’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
2026 Q3	–	Sell	-306	Closed	-$37.2K	–	196
2026 Q2	$37.2K	Buy	306 +2	+0.7%	+$242	﹤0.01%	478
2026 Q1	$36.6K	Buy	304 +1	+0.3%	+$121	﹤0.01%	483
2025 Q4	$36.6K	Buy	303 +3	+1%	+$359	0.01%	417
2025 Q3	$35.6K	Hold	300	–	–	0.01%	420
2025 Q2	$35.3K	Buy	300 +3	+1%	+$349	0.01%	297
2025 Q1	$34.2K	Hold	297	–	–	0.01%	303
2024 Q4	$33.3K	Buy	297 +4	+1%	+$453	0.01%	237
2024 Q3	$33K	Hold	293	–	–	0.01%	234
2024 Q2	$31.1K	Buy	293 +3	+1%	+$312	0.01%	259
2024 Q1	$30K	Hold	290	–	–	0.01%	238
2023 Q4	$29.1K	Sell	290 -438	-60%	-$42.5K	0.01%	266
2023 Q3	$69.5K	Hold	728	–	–	0.03%	142
2023 Q2	$71.4K	Buy	+728	New	+$71.5K	0.03%	181
2022 Q4	$69.8K	Buy	+728	New	+$68.3K	0.03%	214

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Cornerstone Planning Group's ACWV Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2026, closing a stake of 306 shares — an estimated $37.2K sold.

Cornerstone Planning Group first reported a position in ACWV in Q4 2022 and held it in 14 quarters. The position peaked at $71.4K in Q2 2023. 75 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

Cornerstone Planning Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 306 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $37.2K.
Cornerstone Planning Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's iShares MSCI Global Min Vol Factor ETF position peaked at $71.4K in Q2 2023.
75 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.