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