Acorn Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,926	Closed	-$210K	–	232
2024 Q4	$210K	Buy	1,926 +15	+0.8%	+$1.7K	0.09%	226
2024 Q3	$219K	Buy	+1,911	New	+$210K	0.09%	211
2022 Q1	–	Sell	-2,105	Closed	-$228K	–	174
2021 Q4	$228K	Sell	2,105 -232	-10%	-$24.5K	0.14%	163
2021 Q3	$240K	Hold	2,337	–	–	0.17%	144
2021 Q2	$240K	Buy	2,337 +21	+0.9%	+$2.15K	0.17%	144
2021 Q1	$228K	Hold	2,316	–	–	0.16%	141
2020 Q4	$224K	Buy	2,316 +19	+0.8%	+$1.8K	0.18%	131
2020 Q3	$211K	Sell	2,297 -115	-5%	-$10.5K	0.18%	119
2020 Q2	$211K	Buy	+2,412	New	+$209K	0.2%	108
2020 Q1	–	Sell	-2,340	Closed	-$224K	–	105
2019 Q4	$224K	Buy	2,340 +34	+1%	+$3.24K	0.19%	109
2019 Q3	$219K	Hold	2,306	–	–	0.19%	111
2019 Q2	$214K	Buy	+2,306	New	+$208K	0.2%	111
2018 Q3	–	Sell	-165	Closed	-$14K	–	121
2018 Q2	$14K	Hold	165	–	–	0.01%	445
2018 Q1	$14K	Sell	165 -325	-66%	-$27.5K	0.01%	444
2017 Q4	$42K	Buy	+490	New	+$40.8K	0.04%	279