Asset Dedication LLC’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
$432K Hold
2025
Q1
$424K Hold
2024
Q4
$398K Hold
2024
Q3
$418K Hold
2024
Q2
$382K Hold
2024
Q1
$384K Hold
2023
Q4
$366K Hold
2023
Q3
$348K Sell
2023
Q2
$360K Sell
2023
Q1
$356K Hold
2022
Q4
$350K Hold
2022
Q3
$326K Buy
2022
Q2
Sell
2022
Q1
$386K Hold
2021
Q4
$399K Hold
2021
Q3
$378K Hold
2021
Q2
$379K Buy
2021
Q1
$362K Hold
2020
Q4
$356K Buy