BWIA
Bryant Woods Investment 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 | $716K | Sell |
6,035
-404
| -6% | -$47.9K | 0.31% | 31 |
|
|
2025
Q1 | $749K | Sell |
6,439
-286
| -4% | -$33.3K | 0.36% | 30 |
|
|
2024
Q4 | $734K | Sell |
6,725
-510
| -7% | -$55.7K | 0.36% | 28 |
|
|
2024
Q3 | $828K | Sell |
7,235
-60,348
| -89% | -$6.91M | 0.42% | 23 |
|
|
2024
Q2 | $6.45M | Buy |
67,583
+53,915
| +394% | +$5.14M | 4.69% | 7 |
|
|
2024
Q1 | $1.44M | Sell |
13,668
-34,083
| -71% | -$3.59M | 0.85% | 15 |
|
|
2023
Q4 | $4.79M | Sell |
47,751
-19,832
| -29% | -$1.99M | 3.06% | 9 |
|
|
2023
Q3 | $6.45M | Buy |
67,583
+1,842
| +3% | +$176K | 4.69% | 7 |
|
|
2023
Q2 | $6.45M | Buy |
65,741
+2,701
| +4% | +$265K | 4.58% | 7 |
|
|
2023
Q1 | $6.1M | Buy |
63,040
+3,786
| +6% | +$366K | 4.71% | 7 |
|
|
2022
Q4 | $5.63M | Sell |
59,254
-3,457
| -6% | -$328K | 4.78% | 8 |
|
|
2022
Q3 | $5.55M | Buy |
62,711
+2,307
| +4% | +$204K | 5.24% | 6 |
|
|
2022
Q2 | $5.72M | Sell |
60,404
-482
| -0.8% | -$45.7K | 5.4% | 6 |
|
|
2022
Q1 | $6.38M | Buy |
60,886
+2,073
| +4% | +$217K | 5.15% | 7 |
|
|
2021
Q4 | $6.37M | Buy |
+58,813
| New | +$6.37M | 4.97% | 8 |
|