CWM
ACWV icon

Consultiva Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Consultiva Wealth Management’s Portfolio ACWV Stock Details ACWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,209
Closed -$119K – 28
2023
Q2 		$119K Hold
1,209
– – 2.99% 6
2023
Q1 		$117K Hold
1,209
– – 3% 6
2022
Q4 		$115K Hold
1,209
– – 2.99% 7
2022
Q3 		$107K Hold
1,209
– – 3% 6
2022
Q2 		$121K Hold
1,209
– – 3.39% 8
2022
Q1 		$127K Hold
1,209
– – 3.05% 7
2021
Q4 		$131K Hold
1,209
– – 2.99% 7
2021
Q3 		$124K Buy
+1,209
New +$127K 2.85% 8
2021
Q1 		$119K Hold
1,209
– – 2.58% 9
2020
Q4 		$117K Buy
+1,209
New +$114K 2.73% 9
2019
Q2 		$124K Buy
+1,209
New +$109K 2.52% 9

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