EP Wealth Advisors’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 | $378K | Buy |
3,192
+135
| +4% | +$16K | ﹤0.01% | 904 |
|
|
2025
Q1 | $356K | Sell |
3,057
-126
| -4% | -$14.7K | ﹤0.01% | 834 |
|
|
2024
Q4 | $348K | Sell |
3,183
-394
| -11% | -$43K | ﹤0.01% | 816 |
|
|
2024
Q3 | $410K | Buy |
3,577
+326
| +10% | +$37.3K | ﹤0.01% | 750 |
|
|
2024
Q2 | $340K | Buy |
3,251
+666
| +26% | +$69.7K | ﹤0.01% | 618 |
|
|
2024
Q1 | $272K | Sell |
2,585
-90
| -3% | -$9.48K | ﹤0.01% | 660 |
|
|
2023
Q4 | $268K | Sell |
2,675
-197
| -7% | -$19.8K | ﹤0.01% | 649 |
|
|
2023
Q3 | $274K | Sell |
2,872
-30,222
| -91% | -$2.88M | ﹤0.01% | 577 |
|
|
2023
Q2 | $830K | Buy |
33,094
+19,283
| +140% | +$483K | 0.01% | 364 |
|
|
2023
Q1 | $1.34M | Buy |
+13,811
| New | +$1.34M | 0.02% | 269 |
|