Financial 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 | $1.7M | Buy |
14,303
+26
| +0.2% | +$3.08K | 0.32% | 21 |
|
|
2025
Q1 | $1.66M | Hold |
14,277
| – | – | 0.33% | 20 |
|
|
2024
Q4 | $1.56M | Hold |
14,277
| – | – | 0.3% | 24 |
|
|
2024
Q3 | $1.64M | Hold |
14,277
| – | – | 0.31% | 20 |
|
|
2024
Q2 | $1.49M | Hold |
14,277
| – | – | 0.31% | 19 |
|
|
2024
Q1 | $1.5M | Sell |
14,277
-1,567
| -10% | -$165K | 0.31% | 21 |
|
|
2023
Q4 | $1.59M | Buy |
15,844
+2,029
| +15% | +$204K | 0.36% | 18 |
|
|
2023
Q3 | $1.32M | Sell |
13,815
-2,146
| -13% | -$205K | 0.33% | 18 |
|
|
2023
Q2 | $1.57M | Sell |
15,961
-1,075
| -6% | -$105K | 0.37% | 18 |
|
|
2023
Q1 | $1.65M | Sell |
17,036
-1,583
| -9% | -$153K | 0.42% | 20 |
|
|
2022
Q4 | $1.77M | Buy |
18,619
+9,622
| +107% | +$914K | 0.48% | 19 |
|
|
2022
Q3 | $792K | Hold |
8,997
| – | – | 0.28% | 25 |
|
|
2022
Q2 | $850K | Sell |
8,997
-857
| -9% | -$81K | 0.3% | 24 |
|
|
2022
Q1 | $1.03M | Hold |
9,854
| – | – | 0.32% | 23 |
|
|
2021
Q4 | $1.07M | Hold |
9,854
| – | – | 0.33% | 23 |
|
|
2021
Q3 | $1.01M | Hold |
9,854
| – | – | 0.34% | 24 |
|
|
2021
Q2 | $1.01M | Hold |
9,854
| – | – | 0.36% | 22 |
|
|
2021
Q1 | $972K | Sell |
9,854
-60
| -0.6% | -$5.92K | 0.39% | 22 |
|
|
2020
Q4 | $961K | Hold |
9,914
| – | – | 0.43% | 19 |
|
|
2020
Q3 | $911K | Sell |
9,914
-540
| -5% | -$49.6K | 0.48% | 15 |
|
|
2020
Q2 | $916K | Buy |
10,454
+2,932
| +39% | +$257K | 0.51% | 16 |
|
|
2020
Q1 | $604K | Buy |
+7,522
| New | +$604K | 0.41% | 18 |
|