Creekmur Asset Management’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 | $209K | Sell |
1,766
-9
| -0.5% | -$1.07K | 0.04% | 222 |
|
2025
Q1 | $207K | Buy |
1,775
+27
| +2% | +$3.14K | 0.04% | 198 |
|
2024
Q4 | $191K | Buy |
1,748
+25
| +1% | +$2.73K | 0.04% | 125 |
|
2024
Q3 | $197K | Hold |
1,723
| – | – | 0.05% | 120 |
|
2024
Q2 | $180K | Buy |
1,723
+15
| +0.9% | +$1.57K | 0.05% | 134 |
|
2024
Q1 | $180K | Hold |
1,708
| – | – | 0.06% | 124 |
|
2023
Q4 | $171K | Buy |
+1,708
| New | +$171K | 0.05% | 147 |
|