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 Q3	$1.77M	Sell	14,447 -304	-2%	-$37.9K	0.19%	106
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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

XY Planning Network's ACWV Position: Q3 2026 in Review

XY Planning Network reduced its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 2.1% in Q3 2026, selling an estimated $37.9K and leaving 14,447 shares worth $1.77M. The position accounts for 0.19% of the portfolio, ranked #106.

XY Planning Network first reported a position in ACWV in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.81M in Q1 2026. 84 funds tracked by Wall St. Rank hold ACWV as of Q3 2026.

XY Planning Network held 14,447 shares of iShares MSCI Global Min Vol Factor ETF worth $1.77M as of Q3 2026.
XY Planning Network sold 304 iShares MSCI Global Min Vol Factor ETF shares in Q3 2026, an estimated $37.9K.
iShares MSCI Global Min Vol Factor ETF made up 0.19% of XY Planning Network's portfolio in Q3 2026, its #106 holding.
XY Planning Network first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2025 and has held it in 6 quarters since.
XY Planning Network's iShares MSCI Global Min Vol Factor ETF position peaked at $1.81M in Q1 2026.
84 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.