Appleton Partners’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
$424K Sell
2025
Q1
$419K Sell
2024
Q4
$412K Hold
2024
Q3
$432K Sell
2024
Q2
$403K Hold
2024
Q1
$405K Sell
2023
Q4
$416K Hold
2023
Q3
$396K Sell
2023
Q2
$460K Sell
2023
Q1
$484K Sell
2022
Q4
$482K Hold
2022
Q3
$449K Hold
2022
Q2
$480K Sell
2022
Q1
$564K Buy