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Keener Financial Planning’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Keener Financial Planning’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 		– Sell
-380
Closed -$45K – 63
2025
Q3 		$45K Sell
380
-101
-21% -$12K 0.02% 106
2025
Q2 		$57K Buy
+481
New +$56K 0.03% 92

Other funds holding ACWV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Aspiriant LLC
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Keener Financial Planning's ACWV Position: Q4 2025 in Review

Keener Financial Planning sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2025, closing a stake of 380 shares — an estimated $45K sold.

Keener Financial Planning first reported a position in ACWV in Q2 2025 and held it in 2 quarters. The position peaked at $57K in Q2 2025. 330 funds tracked by Wall St. Rank hold ACWV as of Q4 2025.

  • Keener Financial Planning reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 380 iShares MSCI Global Min Vol Factor ETF shares in Q4 2025, an estimated $45K.
  • Keener Financial Planning first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2025 and held it in 2 quarters.
  • Keener Financial Planning's iShares MSCI Global Min Vol Factor ETF position peaked at $57K in Q2 2025.
  • 330 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.