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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

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