BFC Planning, Inc.’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

BFC Planning, Inc.’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	$6.75K	Sell	55 -75	-58%	-$9.36K	﹤0.01%	2558
2026 Q2	$15.6K	Buy	+130	New	+$15.7K	﹤0.01%	2136
2025 Q2	–	Sell	-158	Closed	-$18.4K	–	2661
2025 Q1	$18.4K	Buy	158 +135	+587%	+$15.3K	﹤0.01%	1500
2024 Q4	$2.51K	Hold	23	–	–	﹤0.01%	2224
2024 Q3	$2.63K	Buy	+23	New	+$2.53K	﹤0.01%	2206

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

BFC Planning, Inc.'s ACWV Position: Q3 2026 in Review

BFC Planning, Inc. reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 58% in Q3 2026, selling an estimated $9.36K and leaving 55 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #2558.

BFC Planning, Inc. first reported a position in ACWV in Q3 2024 and has held it in 5 quarters since. The position peaked at $18.4K in Q1 2025. 269 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

BFC Planning, Inc. held 55 shares of iShares MSCI Global Min Vol Factor ETF worth $6.75K as of Q3 2026.
BFC Planning, Inc. sold 75 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $9.36K.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2558 holding.
BFC Planning, Inc. first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2024 and has held it in 5 quarters since.
BFC Planning, Inc.'s iShares MSCI Global Min Vol Factor ETF position peaked at $18.4K in Q1 2025.
269 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.