Creative Planning’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 | $1.03M | Buy |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $997K | Buy |
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|
2024
Q4 | $912K | Buy |
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|
2024
Q3 | $857K | Sell |
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|
2024
Q2 | $813K | Buy |
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|
2024
Q1 | $777K | Sell |
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|
2023
Q4 | $777K | Sell |
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|
2023
Q3 | $879K | Sell |
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|
2023
Q2 | $978K | Buy |
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|
2023
Q1 | $959K | Buy |
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|
2022
Q4 | $922K | Sell |
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|
2022
Q3 | $2.89M | Sell |
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|
2022
Q2 | $3.71M | Sell |
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|
2022
Q1 | $4.34M | Sell |
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|
2021
Q4 | $4.62M | Sell |
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|
2021
Q3 | $5.01M | Sell |
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|
2021
Q2 | $6.86M | Sell |
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|
2021
Q1 | $6.93M | Buy |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q3 | $202K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $522K | Buy |
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|
2017
Q1 | $105K | Hold |
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|
2016
Q4 | $99K | Hold |
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|
2016
Q3 | $104K | Buy |
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|
2016
Q2 | $99K | Hold |
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|
2016
Q1 | $96K | Sell |
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|
2015
Q4 | $103K | Buy |
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|
2015
Q3 | $87K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $93K | Hold |
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|
2014
Q4 | $89K | Hold |
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|
2014
Q3 | $87K | Hold |
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|
2014
Q2 | $87K | Hold |
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|
2014
Q1 | $84K | Hold |
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|
2013
Q4 | $83K | Hold |
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|
2013
Q3 | $80K | Sell |
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|
2013
Q2 | $99K | Buy |
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