EFS
ACWV icon

Essex Financial Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Essex Financial Services’s Portfolio ACWV Stock Details ACWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,122
Closed -$242K – 631
2024
Q3 		$242K Hold
2,122
– – 0.02% 548
2024
Q2 		$229K Buy
+2,122
New +$221K 0.02% 550
2020
Q2 		– Sell
-3,572
Closed -$287K – 242
2020
Q1 		$287K Buy
+3,572
New +$329K 0.1% 184
2018
Q4 		– Sell
-4,226
Closed -$371K – 251
2018
Q3 		$371K Buy
+4,226
New +$363K 0.08% 190
2018
Q2 		– Sell
-6,145
Closed -$515K – 281
2018
Q1 		$515K Buy
6,145
+2,501
+69% +$211K 0.1% 192
2017
Q4 		$307K Buy
+3,644
New +$303K 0.07% 210

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Ameriprise
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