EFS
Essex Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,122
| Closed | -$242K | – | 631 |
|
|
2024
Q3 | $242K | Hold |
2,122
| – | – | 0.02% | 548 |
|
|
2024
Q2 | $229K | Buy |
+2,122
| New | +$229K | 0.02% | 550 |
|
|
2020
Q2 | – | Sell |
-3,572
| Closed | -$287K | – | 242 |
|
|
2020
Q1 | $287K | Buy |
+3,572
| New | +$287K | 0.1% | 184 |
|
|
2018
Q4 | – | Sell |
-4,226
| Closed | -$371K | – | 251 |
|
|
2018
Q3 | $371K | Buy |
+4,226
| New | +$371K | 0.08% | 190 |
|
|
2018
Q2 | – | Sell |
-6,145
| Closed | -$515K | – | 281 |
|
|
2018
Q1 | $515K | Buy |
6,145
+2,501
| +69% | +$210K | 0.1% | 192 |
|
|
2017
Q4 | $307K | Buy |
+3,644
| New | +$307K | 0.07% | 210 |
|