Accurate 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $262K | Buy |
2,225
+12
| +0.5% | +$1.42K | 0.04% | 379 |
|
2025
Q1 | $251K | Buy |
+2,213
| New | +$251K | 0.05% | 326 |
|
2023
Q3 | – | Sell |
-3,613
| Closed | -$356K | – | 271 |
|
2023
Q2 | $356K | Sell |
3,613
-19
| -0.5% | -$1.88K | 0.11% | 182 |
|
2023
Q1 | $356K | Sell |
3,632
-20
| -0.5% | -$1.96K | 0.12% | 172 |
|
2022
Q4 | $353K | Buy |
+3,652
| New | +$353K | 0.13% | 142 |
|