CWC
Carolinas Wealth Consulting’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 | – | Sell |
-722
| Closed | -$84K | – | 10 |
|
|
2025
Q1 | $84K | Hold |
722
| – | – | 0.02% | 273 |
|
|
2024
Q4 | $78.8K | Hold |
722
| – | – | 0.02% | 294 |
|
|
2024
Q3 | $82.7K | Hold |
722
| – | – | 0.02% | 292 |
|
|
2024
Q2 | $75.6K | Hold |
722
| – | – | 0.01% | 305 |
|
|
2024
Q1 | $76K | Buy |
+722
| New | +$76K | 0.02% | 312 |
|
|
2021
Q1 | – | Sell |
-13
| Closed | -$1K | – | 936 |
|
|
2020
Q4 | $1K | Sell |
13
-345
| -96% | -$26.5K | ﹤0.01% | 771 |
|
|
2020
Q3 | $33K | Hold |
358
| – | – | 0.01% | 338 |
|
|
2020
Q2 | $31K | Buy |
+358
| New | +$31K | 0.01% | 248 |
|