CWP
CFM Wealth Partners’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 | $203K | Buy |
+1,708
| New | +$203K | 0.03% | 139 |
|
|
2023
Q1 | – | Sell |
-2,108
| Closed | -$200K | – | 155 |
|
|
2022
Q4 | $200K | Buy |
+2,108
| New | +$200K | 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 | +$204K | 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 | +$206K | 0.08% | 144 |
|