Trust Company of Vermont’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Trust Company of Vermont’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	$12.4K	Buy	+103	New	+$12.4K	﹤0.01%	866
2025 Q4	$12.2K	Hold	103	–	–	﹤0.01%	823
2025 Q3	$12.4K	Hold	103	–	–	﹤0.01%	801
2025 Q2	$12.2K	Hold	103	–	–	﹤0.01%	791
2025 Q1	$12K	Buy	+103	New	+$11.6K	﹤0.01%	747
2019 Q3	–	Sell	-160	Closed	-$15K	–	986
2019 Q2	$15K	Hold	160	–	–	﹤0.01%	681
2019 Q1	$14K	Hold	160	–	–	﹤0.01%	659
2018 Q4	$13K	Hold	160	–	–	﹤0.01%	690
2018 Q3	$14K	Hold	160	–	–	﹤0.01%	742
2018 Q2	$13K	Hold	160	–	–	﹤0.01%	768
2018 Q1	$13K	Buy	+160	New	+$13.5K	﹤0.01%	709

Other funds holding ACWV

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

BSSFA

Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Trust Company of Vermont's ACWV Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2026: 103 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in ACWV as recently as Q4 2025.

Trust Company of Vermont first reported a position in ACWV in Q1 2018 and has held it in 11 quarters since. The position peaked at $15K in Q2 2019. 174 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

Trust Company of Vermont held 103 shares of iShares MSCI Global Min Vol Factor ETF worth $12.4K as of Q2 2026.
iShares MSCI Global Min Vol Factor ETF was a new Trust Company of Vermont position in Q2 2026.
iShares MSCI Global Min Vol Factor ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #866 holding.
Trust Company of Vermont first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2018 and has held it in 11 quarters since.
Trust Company of Vermont's iShares MSCI Global Min Vol Factor ETF position peaked at $15K in Q2 2019.
174 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.