Cox Capital Management’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
Q3
$426K Buy
2025
Q2
$404K Sell
2025
Q1
$410K Buy
2024
Q4
$349K Buy
2024
Q3
$363K Buy
2024
Q2
$323K Buy
2024
Q1
$324K Buy
2023
Q4
$291K Buy
2023
Q3
$251K Buy
2023
Q2
$233K Buy
2023
Q1
$225K Buy
2022
Q4
$213K Buy