CFA
Cahill Financial 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 | $258K | Buy |
2,172
+317
| +17% | +$37.6K | 0.03% | 245 |
|
|
2025
Q1 | $216K | Sell |
1,855
-419
| -18% | -$48.8K | 0.03% | 250 |
|
|
2024
Q4 | $248K | Sell |
2,274
-505
| -18% | -$55.1K | 0.03% | 237 |
|
|
2024
Q3 | $318K | Sell |
2,779
-186
| -6% | -$21.3K | 0.04% | 204 |
|
|
2024
Q2 | $310K | Sell |
2,965
-34
| -1% | -$3.56K | 0.04% | 208 |
|
|
2024
Q1 | $316K | Buy |
+2,999
| New | +$316K | 0.04% | 210 |
|
|
2021
Q4 | – | Sell |
-1,379
| Closed | -$142K | – | 225 |
|
|
2021
Q3 | $142K | Buy |
+1,379
| New | +$142K | 0.03% | 242 |
|