Cerity Partners’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 | $960K | Hold |
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|
2025
Q2 | $949K | Buy |
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|
2025
Q1 | $924K | Sell |
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|
2024
Q4 | $878K | Buy |
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|
2024
Q3 | $870K | Sell |
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|
2024
Q2 | $1.72M | Buy |
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|
2024
Q1 | $666K | Sell |
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|
2023
Q4 | $680K | Buy |
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|
2023
Q3 | $610K | Buy |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $828K | Buy |
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|
2022
Q4 | $651K | Buy |
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|
2022
Q3 | $594K | Buy |
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|
2022
Q2 | $603K | Sell |
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|
2022
Q1 | $699K | Buy |
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|
2021
Q4 | $714K | Buy |
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