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Plante Moran Financial Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Plante Moran Financial Advisors’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
Q2 		– Sell
-78
Closed -$9.08K – 774
2025
Q1 		$9.08K Buy
+78
New +$8.81K ﹤0.01% 582

Other funds holding ACWV

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SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Plante Moran Financial Advisors's ACWV Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2025, closing a stake of 78 shares — an estimated $9.08K sold.

Plante Moran Financial Advisors first reported a position in ACWV in Q1 2025 and held it in 1 quarter. The position peaked at $9.08K in Q1 2025. 320 funds tracked by Wall St. Rank hold ACWV as of Q2 2025.

  • Plante Moran Financial Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 78 iShares MSCI Global Min Vol Factor ETF shares in Q2 2025, an estimated $9.08K.
  • Plante Moran Financial Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $9.08K in Q1 2025.
  • 320 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.