Betterment LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-36,284
| Closed | -$3.51M | – | 282 |
|
|
2023
Q1 | $3.51M | Sell |
36,284
-2,713
| -7% | -$263K | 0.01% | 97 |
|
|
2022
Q4 | $3.71M | Sell |
38,997
-5,128
| -12% | -$487K | 0.01% | 96 |
|
|
2022
Q3 | $4.17M | Hold |
44,125
| – | – | 0.01% | 91 |
|
|
2022
Q2 | $4.17M | Sell |
44,125
-4,227
| -9% | -$399K | 0.01% | 91 |
|
|
2022
Q1 | $5.07M | Sell |
48,352
-6,417
| -12% | -$673K | 0.02% | 88 |
|
|
2021
Q4 | $5.93M | Sell |
54,769
-5,261
| -9% | -$570K | 0.02% | 77 |
|
|
2021
Q3 | $6.17M | Sell |
60,030
-6,213
| -9% | -$638K | 0.02% | 73 |
|
|
2021
Q2 | $6.81M | Buy |
+66,243
| New | +$6.81M | 0.02% | 66 |
|