Global Retirement Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Global Retirement Partners’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 Q4	$337K	Buy	+2,838	New	+$339K	0.01%	1171
2024 Q4	$6.88K	Hold	63	–	–	﹤0.01%	2538
2024 Q3	$7.21K	Hold	63	–	–	﹤0.01%	2407
2024 Q2	$6.59K	Hold	63	–	–	﹤0.01%	2481
2024 Q1	$6.63K	Hold	63	–	–	﹤0.01%	2286
2023 Q4	$6.35K	Sell	63 -194	-75%	-$18.8K	﹤0.01%	2229
2023 Q3	$24.2K	Hold	257	–	–	﹤0.01%	1566
2023 Q2	$25.2K	Hold	257	–	–	﹤0.01%	1574
2023 Q1	$25.5K	Hold	257	–	–	﹤0.01%	1532
2022 Q4	$24.4K	Hold	257	–	–	﹤0.01%	1402
2022 Q3	$24K	Hold	257	–	–	﹤0.01%	1306
2022 Q2	$24K	Hold	257	–	–	﹤0.01%	1273
2022 Q1	$25K	Buy	+257	New	+$26.5K	﹤0.01%	1255
2021 Q4	–	Sell	-257	Closed	-$26K	–	266
2021 Q3	$26K	Hold	257	–	–	﹤0.01%	1108
2021 Q2	$26K	Hold	257	–	–	﹤0.01%	1099
2021 Q1	$25K	Sell	257 -1,162	-82%	-$113K	﹤0.01%	1031
2020 Q4	$138K	Sell	1,419 -621	-30%	-$58.7K	0.02%	458
2020 Q3	$187K	Sell	2,040 -3,482	-63%	-$318K	0.03%	373
2020 Q2	$484K	Sell	5,522 -669	-11%	-$57.9K	0.08%	223
2020 Q1	$497K	Sell	6,191 -1,019	-14%	-$93.9K	0.09%	193
2019 Q4	$691K	Buy	7,210 +1,739	+32%	+$166K	0.11%	188
2019 Q3	$518K	Sell	5,471 -575	-10%	-$53.6K	0.09%	209
2019 Q2	$557K	Buy	6,046 +4,925	+439%	+$444K	0.11%	171
2019 Q1	$100K	Sell	1,121 -260	-19%	-$22.3K	0.02%	393
2018 Q4	$112K	Hold	1,381	–	–	0.03%	368
2018 Q3	$121K	Hold	1,381	–	–	0.03%	368
2018 Q2	$115K	Hold	1,381	–	–	0.03%	365
2018 Q1	$116K	Hold	1,381	–	–	0.03%	355
2017 Q4	$116K	Sell	1,381 -17	-1%	-$1.42K	0.03%	328
2017 Q3	$114K	Hold	1,398	–	–	0.05%	302
2017 Q2	$111K	Hold	1,398	–	–	0.05%	288
2017 Q1	$108K	Hold	1,398	–	–	0.06%	264
2016 Q4	$102K	Buy	+1,398	New	+$103K	0.07%	234

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Retirement Partners's ACWV Position: Q4 2025 in Review

Global Retirement Partners opened a new position in iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2025: 2,838 shares worth $337K. The stake represents 0.01% of the portfolio and ranks #1171 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ACWV as recently as Q4 2024.

Global Retirement Partners first reported a position in ACWV in Q4 2016 and has held it in 33 quarters since. The position peaked at $691K in Q4 2019. 330 funds tracked by Wall St. Rank hold ACWV as of Q4 2025.

Global Retirement Partners held 2,838 shares of iShares MSCI Global Min Vol Factor ETF worth $337K as of Q4 2025.
iShares MSCI Global Min Vol Factor ETF was a new Global Retirement Partners position in Q4 2025.
iShares MSCI Global Min Vol Factor ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1171 holding.
Global Retirement Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2016 and has held it in 33 quarters since.
Global Retirement Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $691K in Q4 2019.
330 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.