Estate Counselors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-42,475
| Closed | -$3.24M | – | 69 |
|
|
2016
Q3 | $3.24M | Buy |
+42,475
| New | +$3.24M | 1.25% | 30 |
|
|
2016
Q2 | – | Sell |
-18,260
| Closed | -$1.34M | – | 55 |
|
|
2016
Q1 | $1.34M | Buy |
18,260
+6,410
| +54% | +$471K | 0.59% | 37 |
|
|
2015
Q4 | $821K | Hold |
11,850
| – | – | 0.34% | 47 |
|
|
2015
Q3 | $795K | Buy |
+11,850
| New | +$795K | 0.32% | 46 |
|