Baron Silver Stevens Financial Advisors’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
2026 Q1	$16.1M	Sell	134,626 -6,452	-5%	-$781K	2.33%	13
2025 Q4	$16.8M	Buy	141,078 +1,507	+1%	+$180K	2.42%	13
2025 Q3	$16.7M	Buy	139,571 +6,763	+5%	+$803K	2.45%	14
2025 Q2	$15.7M	Buy	132,808 +3,017	+2%	+$351K	2.52%	13
2025 Q1	$15.1M	Sell	129,791 -3,808	-3%	-$430K	2.64%	13
2024 Q4	$14.6M	Sell	133,599 -244	-0.2%	-$27.6K	2.48%	14
2024 Q3	$15.3M	Sell	133,843 -2,080	-2%	-$229K	2.68%	14
2024 Q2	$14.2M	Sell	135,923 -2,031	-1%	-$211K	2.7%	14
2024 Q1	$14.5M	Sell	137,954 -1,711	-1%	-$176K	2.81%	13
2023 Q4	$14M	Sell	139,665 -10,843	-7%	-$1.05M	2.94%	13
2023 Q3	$14.4M	Sell	150,508 -4,461	-3%	-$436K	3.25%	12
2023 Q2	$15.2M	Sell	154,969 -1,503	-1%	-$148K	3.33%	11
2023 Q1	$15.1M	Sell	156,472 -9,614	-6%	-$916K	3.94%	9
2022 Q4	$15.8M	Buy	166,086 +578	+0.3%	+$54.2K	3.88%	9
2022 Q3	$18.4K	Buy	165,508 +1,405	+0.9%	+$134K	5.01%	6
2022 Q2	$15.5M	Sell	164,103 -375	-0.2%	-$37.1K	4.01%	9
2022 Q1	$17.2M	Sell	164,478 -7,862	-5%	-$811K	4.04%	8
2021 Q4	$18.7M	Sell	172,340 -3,369	-2%	-$356K	4.41%	8
2021 Q3	$18.1M	Sell	175,709 -7,387	-4%	-$778K	4.81%	7
2021 Q2	$18.8M	Sell	183,096 -1,975	-1%	-$202K	5.11%	6
2021 Q1	$18.3M	Buy	185,071 +11,524	+7%	+$1.12M	9.93%	3
2020 Q4	$16.8M	Buy	+173,547	New	+$16.4M	5.76%	5