Consultiva Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$124K | 2.85% | 8 |
|
|
2021
Q1 | $119K | Hold |
1,209
| – | – | 2.58% | 9 |
|
|
2020
Q4 | $117K | Buy |
+1,209
| New | +$117K | 2.73% | 9 |
|
|
2019
Q2 | $124K | Buy |
+1,209
| New | +$124K | 2.52% | 9 |
|