EFG
ACWV icon

Erickson Financial Group’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
2022
Q3
Sell
-2,139
Closed -$202K 24
2022
Q2
$202K Hold
2,139
0.22% 23
2022
Q1
$224K Sell
2,139
-427
-17% -$44.7K 0.2% 25
2021
Q4
$278K Buy
+2,566
New +$278K 0.24% 24