Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $453K | Hold |
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|
2022
Q2 | $483K | Hold |
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|
2022
Q1 | $536K | Hold |
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|
2021
Q4 | $554K | Hold |
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|
2021
Q3 | $526K | Hold |
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|
2021
Q2 | $526K | Buy |
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|
2021
Q1 | $218K | Hold |
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|
2020
Q4 | $214K | Hold |
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|
2020
Q3 | $203K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $242K | Buy |
|