Exencial Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
3,326
-497
| -13% | -$58.9K | 0.01% | 402 |
|
|
2025
Q1 | $445K | Sell |
3,823
-491
| -11% | -$57.1K | 0.02% | 380 |
|
|
2024
Q4 | $471K | Sell |
4,314
-3
| -0.1% | -$328 | 0.02% | 365 |
|
|
2024
Q3 | $494K | Sell |
4,317
-206
| -5% | -$23.6K | 0.02% | 356 |
|
|
2024
Q2 | $473K | Sell |
4,523
-150
| -3% | -$15.7K | 0.02% | 359 |
|
|
2024
Q1 | $492K | Buy |
+4,673
| New | +$492K | 0.02% | 349 |
|