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Estate Planners Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Estate Planners 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
Q1 		– Sell
-404
Closed -$48K – 82
2025
Q4 		$48K Buy
+404
New +$48.3K 0.02% 143

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Estate Planners Group's ACWV Position: Q1 2026 in Review

Estate Planners Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2026, closing a stake of 404 shares — an estimated $48K sold.

Estate Planners Group first reported a position in ACWV in Q4 2025 and held it in 1 quarter. The position peaked at $48K in Q4 2025. 311 funds tracked by Wall St. Rank hold ACWV as of Q1 2026.

  • Estate Planners Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 404 iShares MSCI Global Min Vol Factor ETF shares in Q1 2026, an estimated $48K.
  • Estate Planners Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's iShares MSCI Global Min Vol Factor ETF position peaked at $48K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.