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 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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cornerstone Planning Group's ACWV Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.66% in Q2 2026, buying an estimated $242 and bringing the position to 306 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Cornerstone Planning Group first reported a position in ACWV in Q4 2022 and has held it in 14 quarters since. The position peaked at $71.4K in Q2 2023. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Cornerstone Planning Group held 306 shares of iShares MSCI Global Min Vol Factor ETF worth $37.2K as of Q2 2026.
Cornerstone Planning Group bought 2 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $242.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #478 holding.
Cornerstone Planning Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's iShares MSCI Global Min Vol Factor ETF position peaked at $71.4K in Q2 2023.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.