AE Wealth Management’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
Q2 | $51.4K | Sell |
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|
2025
Q1 | $55.8K | Sell |
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|
2024
Q4 | $53.7K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $439K | Sell |
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|
2023
Q3 | $778K | Buy |
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|
2023
Q2 | $795K | Sell |
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|
2023
Q1 | $821K | Sell |
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|
2022
Q4 | $3.78M | Sell |
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|
2022
Q3 | $3.92M | Buy |
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|
2022
Q2 | $4.07M | Buy |
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|
2022
Q1 | $4.48M | Buy |
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|
2021
Q4 | $4.59M | Buy |
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|
2021
Q3 | $1.93M | Buy |
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|
2021
Q2 | $1.17M | Sell |
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|
2021
Q1 | $3.6M | Buy |
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|
2020
Q4 | $3.24M | Buy |
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|
2020
Q3 | $2.85M | Buy |
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|
2020
Q2 | $2.16M | Buy |
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|
2020
Q1 | $1.87M | Buy |
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|
2019
Q4 | $436K | Sell |
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|
2019
Q3 | $9.32M | Buy |
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|
2019
Q2 | $2.35M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $406K | Sell |
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|
2018
Q2 | $452K | Sell |
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|
2018
Q1 | $640K | Sell |
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|
2017
Q4 | $675K | Sell |
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|
2017
Q3 | $865K | Sell |
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|
2017
Q2 | $956K | Buy |
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|
2017
Q1 | $682K | Buy |
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