Colonial Trust 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 | $119K | Hold |
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2025
Q1 | $116K | Hold |
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|
2024
Q4 | $109K | Hold |
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|
2024
Q3 | $115K | Hold |
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|
2024
Q2 | $105K | Hold |
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|
2024
Q1 | $105K | Hold |
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|
2023
Q4 | $100K | Hold |
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|
2023
Q3 | $95.4K | Hold |
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|
2023
Q2 | $98.1K | Hold |
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|
2023
Q1 | $96.8K | Hold |
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|
2022
Q4 | $95K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Sell |
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|
2021
Q4 | $245K | Sell |
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|
2021
Q3 | $326K | Buy |
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|
2021
Q2 | $316K | Buy |
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|
2021
Q1 | $302K | Hold |
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|
2020
Q4 | $297K | Buy |
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