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Bellwether Advisors’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 | $807K | Buy |
6,806
+164
| +2% | +$19.4K | 0.14% | 71 |
|
|
2025
Q1 | $771K | Buy |
6,642
+249
| +4% | +$28.9K | 0.16% | 70 |
|
|
2024
Q4 | $698K | Buy |
6,393
+191
| +3% | +$20.9K | 0.12% | 84 |
|
|
2024
Q3 | $710K | Sell |
6,202
-56
| -0.9% | -$6.41K | 0.14% | 75 |
|
|
2024
Q2 | $655K | Buy |
6,258
+286
| +5% | +$29.9K | 0.14% | 82 |
|
|
2024
Q1 | $629K | Buy |
5,972
+201
| +3% | +$21.2K | 0.14% | 86 |
|
|
2023
Q4 | $579K | Sell |
5,771
-143
| -2% | -$14.4K | 0.14% | 84 |
|
|
2023
Q3 | $564K | Buy |
5,914
+33
| +0.6% | +$3.15K | 0.15% | 81 |
|
|
2023
Q2 | $577K | Buy |
5,881
+64
| +1% | +$6.28K | 0.17% | 59 |
|
|
2023
Q1 | $563K | Sell |
5,817
-267
| -4% | -$25.8K | 0.15% | 85 |
|
|
2022
Q4 | $578K | Buy |
6,084
+205
| +3% | +$19.5K | 0.17% | 90 |
|
|
2022
Q3 | $520K | Sell |
5,879
-4,401
| -43% | -$389K | 0.17% | 69 |
|
|
2022
Q2 | $971K | Sell |
10,280
-1,236
| -11% | -$117K | 0.31% | 62 |
|
|
2022
Q1 | $1.21M | Sell |
11,516
-66
| -0.6% | -$6.92K | 0.36% | 57 |
|
|
2021
Q4 | $1.25M | Hold |
11,582
| – | – | 0.39% | 49 |
|
|
2021
Q3 | $1.19M | Sell |
11,582
-592
| -5% | -$60.9K | 0.4% | 51 |
|
|
2021
Q2 | $1.25M | Buy |
12,174
+6
| +0% | +$617 | 0.43% | 55 |
|
|
2021
Q1 | $1.2M | Sell |
12,168
-1,239
| -9% | -$122K | 0.48% | 48 |
|
|
2020
Q4 | $1.3M | Buy |
+13,407
| New | +$1.3M | 0.57% | 40 |
|