Vantage Financial Partners (Wisconsin)’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$1.88M	Buy	15,792 +120	+0.8%	+$14.3K	0.38%	45
2025 Q3	$1.88M	Buy	15,672 +2,980	+23%	+$354K	0.4%	44
2025 Q2	$1.5M	Buy	12,692 +641	+5%	+$74.6K	0.35%	48
2025 Q1	$1.4M	Sell	12,051 -802	-6%	-$90.6K	0.35%	42
2024 Q4	$1.4M	Sell	12,853 -86	-0.7%	-$9.73K	0.35%	41
2024 Q3	$1.48M	Buy	12,939 +1,125	+10%	+$124K	0.37%	38
2024 Q2	$1.24M	Buy	11,814 +2,301	+24%	+$239K	0.32%	38
2024 Q1	$1M	Sell	9,513 -211	-2%	-$21.7K	0.27%	47
2023 Q4	$976K	Buy	+9,724	New	+$944K	0.29%	43

Other funds holding ACWV

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 New York $5.7T 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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return