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 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

Vantage Financial Partners (Wisconsin)'s ACWV Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.77% in Q4 2025, buying an estimated $14.3K and bringing the position to 15,792 shares worth $1.88M. The position accounts for 0.38% of the portfolio, ranked #45.

Vantage Financial Partners (Wisconsin) first reported a position in ACWV in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.88M in Q3 2025. 330 funds tracked by Wall St. Rank hold ACWV as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 15,792 shares of iShares MSCI Global Min Vol Factor ETF worth $1.88M as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 120 iShares MSCI Global Min Vol Factor ETF shares in Q4 2025, an estimated $14.3K.
iShares MSCI Global Min Vol Factor ETF made up 0.38% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #45 holding.
Vantage Financial Partners (Wisconsin) first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2023 and has held it in 9 quarters since.
Vantage Financial Partners (Wisconsin)'s iShares MSCI Global Min Vol Factor ETF position peaked at $1.88M in Q3 2025.
330 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.