Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $14.2K | Hold |
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|
2024
Q3 | $14.8K | Hold |
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2024
Q2 | $13.5K | Hold |
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|
2024
Q1 | $13.6K | Hold |
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|
2023
Q4 | $12.9K | Hold |
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|
2023
Q3 | $12.3K | Sell |
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|
2023
Q2 | $29.9K | Sell |
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|
2023
Q1 | $86.7K | Sell |
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|
2022
Q4 | $96.1K | Buy |
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|
2022
Q3 | $56K | Sell |
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|
2022
Q2 | $66K | Buy |
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|
2022
Q1 | $55K | Sell |
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|
2021
Q4 | $68K | Sell |
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|
2021
Q3 | $67K | Sell |
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|
2021
Q2 | $78K | Sell |
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|
2021
Q1 | $127K | Sell |
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|
2020
Q4 | $254K | Buy |
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|
2020
Q3 | $122K | Hold |
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|
2020
Q2 | $116K | Sell |
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|
2020
Q1 | $109K | Buy |
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|
2019
Q4 | $126K | Buy |
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|
2019
Q3 | $15K | Sell |
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|
2019
Q2 | $15.5M | Buy |
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|
2019
Q1 | $179K | Buy |
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|
2018
Q4 | $128K | Buy |
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|
2018
Q3 | $5K | Buy |
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