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

Planning Directions’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 		$1.36M Sell
11,278
-128
-1% -$15.5K 0.63% 28
2026
Q1 		$1.36M Hold
11,406
– – 0.69% 27
2025
Q4 		$1.35M Buy
11,406
+89
+0.8% +$10.6K 0.68% 26
2025
Q3 		$1.36M Hold
11,317
– – 0.71% 26
2025
Q2 		$1.34M Sell
11,317
-1,216
-10% -$142K 0.76% 26
2025
Q1 		$1.46M Sell
12,533
-730
-6% -$82.5K 0.62% 36
2024
Q4 		$1.45M Sell
13,263
-223
-2% -$25.2K 0.84% 24
2024
Q3 		$1.54M Sell
13,486
-45
-0.3% -$4.95K 0.92% 22
2024
Q2 		$1.42M Sell
13,531
-626
-4% -$65.1K 0.96% 23
2024
Q1 		$1.49M Sell
14,157
-173
-1% -$17.8K 1.04% 20
2023
Q4 		$1.44M Sell
14,330
-269
-2% -$26.1K 1.03% 23
2023
Q3 		$1.39M Sell
14,599
-51
-0.3% -$4.99K 1.07% 21
2023
Q2 		$1.44M Sell
14,650
-106
-0.7% -$10.4K 1.04% 20
2023
Q1 		$1.43M Sell
14,756
-333
-2% -$31.7K 1.06% 22
2022
Q4 		$1.43M Sell
15,089
-1,138
-7% -$107K 1.09% 21
2022
Q3 		$1.44M Sell
16,227
-1,906
-11% -$182K 1.16% 19
2022
Q2 		$1.71M Buy
18,133
+467
+3% +$46.3K 1.31% 15
2022
Q1 		$1.85M Sell
17,666
-608
-3% -$62.7K 1.3% 16
2021
Q4 		$1.98M Sell
18,274
-92
-0.5% -$9.73K 1.32% 16
2021
Q3 		$1.89M Buy
18,366
+788
+4% +$83K 1.37% 17
2021
Q2 		$1.81M Sell
17,578
-1,236
-7% -$126K 1.32% 18
2021
Q1 		$1.86M Sell
18,814
-1,139
-6% -$110K 1.46% 16
2020
Q4 		$1.93M Buy
19,953
+200
+1% +$18.9K 1.57% 16
2020
Q3 		$1.82M Buy
19,753
+75
+0.4% +$6.86K 1.6% 15
2020
Q2 		$1.72M Buy
+19,678
New +$1.7M 1.61% 15

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

Planning Directions's ACWV Position: Q2 2026 in Review

Planning Directions reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 1.1% in Q2 2026, selling an estimated $15.5K and leaving 11,278 shares worth $1.36M. The position accounts for 0.63% of the portfolio, ranked #28.

Planning Directions first reported a position in ACWV in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.98M in Q4 2021. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

  • Planning Directions held 11,278 shares of iShares MSCI Global Min Vol Factor ETF worth $1.36M as of Q2 2026.
  • Planning Directions sold 128 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $15.5K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.63% of Planning Directions's portfolio in Q2 2026, its #28 holding.
  • Planning Directions first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2020 and has held it in 25 quarters since.
  • Planning Directions's iShares MSCI Global Min Vol Factor ETF position peaked at $1.98M in Q4 2021.
  • 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.