Carson Wealth (CWM LLC)’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4M | Sell |
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|
2025
Q2 | $3.97M | Buy |
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|
2025
Q1 | $3.88M | Buy |
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|
2024
Q4 | $3.43M | Sell |
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|
2024
Q3 | $3.72M | Buy |
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|
2024
Q2 | $3.29M | Buy |
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|
2024
Q1 | $2.44M | Buy |
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|
2023
Q4 | $1.37M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $239K | Sell |
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|
2022
Q3 | $369K | Buy |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $100K | Sell |
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|
2021
Q4 | $111K | Buy |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $13K | Hold |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $13K | Hold |
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|
2020
Q1 | $13K | Hold |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $13K | Sell |
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|
2018
Q4 | $253K | Buy |
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|
2018
Q3 | $214K | Sell |
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|
2018
Q2 | $203K | Sell |
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|
2018
Q1 | $340K | Buy |
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|
2017
Q4 | $206K | Hold |
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|
2017
Q3 | $198K | Buy |
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|
2017
Q2 | $142K | Buy |
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|
2017
Q1 | $134K | Buy |
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|
2016
Q4 | $85K | Hold |
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|
2016
Q3 | $89K | Buy |
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