Avior Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-530
| Closed | -$55.8K | – | 2272 |
|
|
2024
Q1 | $55.8K | Hold |
530
| – | – | ﹤0.01% | 1194 |
|
|
2023
Q4 | $53.2K | Hold |
530
| – | – | ﹤0.01% | 719 |
|
|
2023
Q3 | $50.6K | Hold |
530
| – | – | ﹤0.01% | 756 |
|
|
2023
Q2 | $52K | Buy |
530
+100
| +23% | +$9.81K | ﹤0.01% | 752 |
|
|
2023
Q1 | $41.6K | Hold |
430
| – | – | ﹤0.01% | 819 |
|
|
2022
Q4 | $40.9K | Hold |
430
| – | – | ﹤0.01% | 650 |
|
|
2022
Q3 | $38K | Hold |
430
| – | – | ﹤0.01% | 644 |
|
|
2022
Q2 | $40K | Hold |
430
| – | – | ﹤0.01% | 604 |
|
|
2022
Q1 | $45K | Hold |
430
| – | – | ﹤0.01% | 612 |
|
|
2021
Q4 | $46K | Buy |
+430
| New | +$46K | ﹤0.01% | 594 |
|