Accel Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-230
| Closed | -$22.3K | – | 177 |
|
2023
Q1 | $22.3K | Hold |
230
| – | – | 0.01% | 677 |
|
2022
Q4 | $21.9K | Hold |
230
| – | – | 0.01% | 528 |
|
2022
Q3 | $21K | Hold |
230
| – | – | 0.01% | 540 |
|
2022
Q2 | $22K | Hold |
230
| – | – | 0.01% | 519 |
|
2022
Q1 | $24K | Hold |
230
| – | – | 0.01% | 508 |
|
2021
Q4 | $25K | Hold |
230
| – | – | 0.01% | 517 |
|
2021
Q3 | $24K | Hold |
230
| – | – | 0.02% | 461 |
|
2021
Q2 | $24K | Hold |
230
| – | – | 0.02% | 489 |
|
2021
Q1 | $23K | Hold |
230
| – | – | 0.02% | 466 |
|
2020
Q4 | $22K | Buy |
+230
| New | +$22K | 0.02% | 461 |
|