APC
Asset Planning Corporation’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
2,372
| – | – | 0.15% | 37 |
|
|
2025
Q1 | $276K | Hold |
2,372
| – | – | 0.16% | 37 |
|
|
2024
Q4 | $259K | Hold |
2,372
| – | – | 0.16% | 39 |
|
|
2024
Q3 | $272K | Hold |
2,372
| – | – | 0.18% | 40 |
|
|
2024
Q2 | $248K | Hold |
2,372
| – | – | 0.19% | 38 |
|
|
2024
Q1 | $250K | Hold |
2,372
| – | – | 0.18% | 38 |
|
|
2023
Q4 | $238K | Hold |
2,372
| – | – | 0.18% | 37 |
|
|
2023
Q3 | $226K | Hold |
2,372
| – | – | 0.17% | 38 |
|
|
2023
Q2 | $233K | Hold |
2,372
| – | – | 0.18% | 37 |
|
|
2023
Q1 | $229K | Hold |
2,372
| – | – | 0.18% | 35 |
|
|
2022
Q4 | $225K | Hold |
2,372
| – | – | 0.19% | 35 |
|
|
2022
Q3 | $210K | Hold |
2,372
| – | – | 0.2% | 32 |
|
|
2022
Q2 | $224K | Hold |
2,372
| – | – | 0.19% | 34 |
|
|
2022
Q1 | $249K | Hold |
2,372
| – | – | 0.22% | 32 |
|
|
2021
Q4 | $257K | Hold |
2,372
| – | – | 0.22% | 31 |
|
|
2021
Q3 | $244K | Hold |
2,372
| – | – | 0.23% | 29 |
|
|
2021
Q2 | $244K | Hold |
2,372
| – | – | 0.24% | 29 |
|
|
2021
Q1 | $234K | Hold |
2,372
| – | – | 0.24% | 28 |
|
|
2020
Q4 | $230K | Buy |
+2,372
| New | +$230K | 0.23% | 26 |
|