BWM
Brown 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
Q4 | – | Sell |
-2,521
| Closed | -$289K | – | 88 |
|
|
2024
Q3 | $289K | Hold |
2,521
| – | – | 0.1% | 70 |
|
|
2024
Q2 | $264K | Sell |
2,521
-48
| -2% | -$5.02K | 0.11% | 71 |
|
|
2024
Q1 | $270K | Sell |
2,569
-73
| -3% | -$7.69K | 0.11% | 72 |
|
|
2023
Q4 | $265K | Sell |
2,642
-333
| -11% | -$33.4K | 0.12% | 71 |
|
|
2023
Q3 | $284K | Sell |
2,975
-29,314
| -91% | -$2.8M | 0.14% | 63 |
|
|
2023
Q2 | $3.17M | Buy |
+32,289
| New | +$3.17M | 1.64% | 16 |
|