Corient Private Wealth’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 | $693K | Sell |
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|
2025
Q1 | $688K | Hold |
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|
2024
Q4 | $645K | Buy |
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|
2024
Q3 | $677K | Buy |
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|
2024
Q2 | $607K | Buy |
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|
2024
Q1 | $587K | Sell |
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|
2023
Q4 | $564K | Sell |
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $93M | Sell |
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|
2023
Q1 | $181M | Sell |
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|
2022
Q4 | $188M | Buy |
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