Clearstead Advisors’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
Q2 | $1.33M | Sell |
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|
2025
Q1 | $2.9M | Sell |
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|
2024
Q4 | $3.02M | Buy |
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|
2024
Q3 | $1.6M | Sell |
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|
2024
Q2 | $2.11M | Buy |
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|
2024
Q1 | $661K | Hold |
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|
2023
Q4 | $631K | Sell |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $319K | Buy |
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|
2023
Q1 | $313K | Hold |
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|
2022
Q4 | $307K | Buy |
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|
2022
Q3 | $283K | Sell |
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|
2022
Q2 | $317K | Buy |
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|
2022
Q1 | $349K | Hold |
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|
2021
Q4 | $360K | Buy |
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|
2021
Q3 | $312K | Hold |
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|
2021
Q2 | $313K | Buy |
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|
2021
Q1 | $240K | Hold |
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|
2020
Q4 | $236K | Sell |
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|
2020
Q3 | $252K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $626K | Sell |
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|
2019
Q3 | $647K | Hold |
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|
2019
Q2 | $629K | Sell |
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|
2019
Q1 | $808K | Hold |
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|
2018
Q4 | $734K | Buy |
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