Avantax Advisory Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
1,717
-78
| -4% | -$9.25K | ﹤0.01% | 2194 |
|
|
2025
Q1 | $209K | Sell |
1,795
-404
| -18% | -$47K | ﹤0.01% | 2080 |
|
|
2024
Q4 | $240K | Buy |
2,199
+428
| +24% | +$46.7K | ﹤0.01% | 1937 |
|
|
2024
Q3 | $203K | Buy |
+1,771
| New | +$203K | ﹤0.01% | 1999 |
|
|
2020
Q4 | – | Sell |
-4,568
| Closed | -$421K | – | 935 |
|
|
2020
Q3 | $421K | Buy |
+4,568
| New | +$421K | 0.01% | 869 |
|