CFM Wealth 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
2026 Q1	$204K	Hold	1,708	–	–	0.03%	142
2025 Q4	$203K	Hold	1,708	–	–	0.03%	141
2025 Q3	$205K	Hold	1,708	–	–	0.03%	145
2025 Q2	$203K	Buy	+1,708	New	+$199K	0.03%	139
2023 Q1	–	Sell	-2,108	Closed	-$200K	–	156
2022 Q4	$200K	Buy	+2,108	New	+$198K	0.06%	153
2022 Q2	–	Sell	-2,108	Closed	-$221K	–	163
2022 Q1	$221K	Hold	2,108	–	–	0.05%	177
2021 Q4	$227K	Hold	2,108	–	–	0.05%	166
2021 Q3	$216K	Hold	2,108	–	–	0.05%	174
2021 Q2	$217K	Hold	2,108	–	–	0.06%	166
2021 Q1	$208K	Hold	2,108	–	–	0.06%	164
2020 Q4	$204K	Buy	+2,108	New	+$199K	0.07%	156
2020 Q3	–	Sell	-2,108	Closed	-$184K	–	153
2020 Q2	$184K	Hold	2,108	–	–	0.07%	156
2020 Q1	$169K	Hold	2,108	–	–	0.08%	148
2019 Q4	$206K	Buy	+2,108	New	+$201K	0.08%	144