XY Planning Network’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

XY Planning Network’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	$1.77M	Sell	14,751 -417	-3%	-$50.4K	0.22%	100
2026 Q1	$1.81M	Sell	15,168 -23	-0.2%	-$2.79K	0.29%	81
2025 Q4	$1.8M	Buy	15,191 +91	+0.6%	+$10.9K	0.31%	80
2025 Q3	$1.79M	Hold	15,100	–	–	0.61%	45
2025 Q2	$1.79M	Buy	+15,100	New	+$1.76M	0.61%	45

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

XY Planning Network's ACWV Position: Q2 2026 in Review

XY Planning Network reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 2.7% in Q2 2026, selling an estimated $50.4K and leaving 14,751 shares worth $1.77M. The position accounts for 0.22% of the portfolio, ranked #100.

XY Planning Network first reported a position in ACWV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.81M in Q1 2026. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.

XY Planning Network held 14,751 shares of iShares MSCI Global Min Vol Factor ETF worth $1.77M as of Q2 2026.
XY Planning Network sold 417 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $50.4K.
iShares MSCI Global Min Vol Factor ETF made up 0.22% of XY Planning Network's portfolio in Q2 2026, its #100 holding.
XY Planning Network first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
XY Planning Network's iShares MSCI Global Min Vol Factor ETF position peaked at $1.81M in Q1 2026.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.