CPG
Cornerstone Planning Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.3K | Buy |
300
+3
| +1% | +$353 | 0.01% | 297 |
|
|
2025
Q1 | $34.2K | Hold |
297
| – | – | 0.01% | 303 |
|
|
2024
Q4 | $33.3K | Buy |
297
+4
| +1% | +$448 | 0.01% | 237 |
|
|
2024
Q3 | $33K | Hold |
293
| – | – | 0.01% | 234 |
|
|
2024
Q2 | $31.1K | Buy |
293
+3
| +1% | +$318 | 0.01% | 259 |
|
|
2024
Q1 | $30K | Hold |
290
| – | – | 0.01% | 238 |
|
|
2023
Q4 | $29.1K | Sell |
290
-438
| -60% | -$44K | 0.01% | 266 |
|
|
2023
Q3 | $69.5K | Hold |
728
| – | – | 0.03% | 142 |
|
|
2023
Q2 | $71.4K | Buy |
+728
| New | +$71.4K | 0.03% | 181 |
|
|
2022
Q4 | $69.8K | Buy |
+728
| New | +$69.8K | 0.03% | 214 |
|