Vertex Planning Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Vertex Planning Partners’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	-6,896	Closed	-$827K	–	131
2025 Q3	$827K	Hold	6,896	–	–	0.16%	83
2025 Q2	$818K	Sell	6,896 -218	-3%	-$25.4K	0.17%	74
2025 Q1	$828K	Buy	7,114 +131	+2%	+$14.8K	0.18%	70
2024 Q4	$763K	Buy	6,983 +11	+0.2%	+$1.25K	0.17%	77
2024 Q3	$798K	Hold	6,972	–	–	0.19%	59
2024 Q2	$730K	Buy	6,972 +7	+0.1%	+$728	0.19%	61
2024 Q1	$733K	Sell	6,965 -800	-10%	-$82.1K	0.2%	59
2023 Q4	$779K	Buy	7,765 +11	+0.1%	+$1.07K	0.23%	53
2023 Q3	$740K	Sell	7,754 -630	-8%	-$61.6K	0.25%	49
2023 Q2	$822K	Buy	8,384 +6	+0.1%	+$590	0.28%	49
2023 Q1	$811K	Hold	8,378	–	–	0.31%	46
2022 Q4	$796K	Buy	+8,378	New	+$786K	0.31%	42

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

Vertex Planning Partners's ACWV Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2025, closing a stake of 6,896 shares — an estimated $827K sold.

Vertex Planning Partners first reported a position in ACWV in Q4 2022 and held it in 12 quarters. The position peaked at $828K in Q1 2025. 330 funds tracked by Wall St. Rank hold ACWV as of Q4 2025.

Vertex Planning Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 6,896 iShares MSCI Global Min Vol Factor ETF shares in Q4 2025, an estimated $827K.
Vertex Planning Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $828K in Q1 2025.
330 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.