Tanglewood Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Tanglewood Wealth Management’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	-5,058	Closed	-$607K	–	36
2025 Q3	$607K	Sell	5,058 -61	-1%	-$7.24K	0.06%	31
2025 Q2	$607K	Sell	5,119 -227,403	-98%	-$26.5M	0.06%	28
2025 Q1	$27.1M	Buy	+232,522	New	+$26.3M	3.04%	12
2022 Q1	–	Sell	-1,985	Closed	-$215K	–	31
2021 Q4	$215K	Hold	1,985	–	–	0.04%	27
2021 Q3	$204K	Hold	1,985	–	–	0.04%	23
2021 Q2	$204K	Buy	+1,985	New	+$203K	0.04%	22

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tanglewood Wealth Management's ACWV Position: Q4 2025 in Review

Tanglewood Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2025, closing a stake of 5,058 shares — an estimated $607K sold.

Tanglewood Wealth Management first reported a position in ACWV in Q2 2021 and held it in 6 quarters. The position peaked at $27.1M in Q1 2025. 330 funds tracked by Wall St. Rank hold ACWV as of Q4 2025.

Tanglewood Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Tanglewood Wealth Management sold 5,058 iShares MSCI Global Min Vol Factor ETF shares in Q4 2025, an estimated $607K.
Tanglewood Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2021 and held it in 6 quarters.
Tanglewood Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $27.1M in Q1 2025.
330 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2025.

Based on Tanglewood Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.