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Atria Wealth Solutions’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Atria Wealth Solutions’s Portfolio ACWV Stock Details ACWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,196
Closed -$721K – 1466
2025
Q1 		$721K Sell
6,196
-15,214
-71% -$1.72M 0.01% 1014
2024
Q4 		$2.34M Buy
21,410
+13,170
+160% +$1.49M 0.03% 588
2024
Q3 		$944K Buy
8,240
+1,765
+27% +$194K 0.01% 936
2024
Q2 		$678K Buy
6,475
+5
+0.1% +$520 0.01% 1074
2024
Q1 		$681K Sell
6,470
-6
-0.1% -$616 0.01% 1102
2023
Q4 		$650K Sell
6,476
-1,351
-17% -$131K 0.01% 1079
2023
Q3 		$747K Sell
7,827
-32
-0.4% -$3.13K 0.01% 943
2023
Q2 		$771K Buy
7,859
+2,444
+45% +$240K 0.01% 965
2023
Q1 		$524K Sell
5,415
-390
-7% -$37.2K 0.01% 1105
2022
Q4 		$552K Sell
5,805
-3,196
-36% -$300K 0.01% 1030
2022
Q3 		$797K Buy
9,001
+6,039
+204% +$577K 0.01% 806
2022
Q2 		$280K Sell
2,962
-4,187
-59% -$415K 0.01% 1250
2022
Q1 		$749K Buy
+7,149
New +$737K 0.01% 847

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Bank of America
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UBS Group
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1832 Asset Management
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Envestnet Asset Management
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