Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $752K | Sell |
6,569
-159
| -2% | -$18.2K | 0.45% | 49 |
|
|
2024
Q2 | $704K | Sell |
6,728
-1,004
| -13% | -$105K | 0.45% | 54 |
|
|
2024
Q1 | $814K | Sell |
7,732
-205
| -3% | -$21.6K | 0.51% | 50 |
|
|
2023
Q4 | $796K | Sell |
7,937
-1,730
| -18% | -$174K | 0.53% | 45 |
|
|
2023
Q3 | $922K | Sell |
9,667
-1,595
| -14% | -$152K | 0.68% | 38 |
|
|
2023
Q2 | $1.1M | Sell |
11,262
-5
| -0% | -$490 | 0.75% | 30 |
|
|
2023
Q1 | $1.09M | Buy |
+11,267
| New | +$1.09M | 0.8% | 34 |
|