FWM
Foresight Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $236K | Sell |
2,482
-15,303
| -86% | -$1.45M | 3.38% | 11 |
|
|
2022
Q3 | $1.58M | Sell |
17,785
-442
| -2% | -$39.1K | 0.36% | 22 |
|
|
2022
Q2 | $1.72M | Buy |
18,227
+171
| +0.9% | +$16.2K | 0.36% | 23 |
|
|
2022
Q1 | $1.89M | Sell |
18,056
-7
| -0% | -$734 | 0.35% | 24 |
|
|
2021
Q4 | $1.96M | Buy |
18,063
+362
| +2% | +$39.2K | 0.03% | 23 |
|
|
2021
Q3 | $1.82M | Sell |
17,701
-1,894
| -10% | -$195K | 0.37% | 23 |
|
|
2021
Q2 | $2.02M | Sell |
19,595
-611
| -3% | -$62.9K | 0.45% | 23 |
|
|
2021
Q1 | $1.99M | Buy |
20,206
+184
| +0.9% | +$18.2K | 0.51% | 23 |
|
|
2020
Q4 | $1.94M | Sell |
20,022
-2,320
| -10% | -$225K | 0.51% | 21 |
|
|
2020
Q3 | $2.05M | Buy |
22,342
+3,268
| +17% | +$300K | 0.69% | 18 |
|
|
2020
Q2 | $1.67M | Buy |
19,074
+1,258
| +7% | +$110K | 0.76% | 22 |
|
|
2020
Q1 | $1.43M | Sell |
17,816
-119
| -0.7% | -$9.56K | 0.99% | 22 |
|
|
2019
Q4 | $1.74M | Buy |
17,935
+421
| +2% | +$40.8K | 1.07% | 21 |
|
|
2019
Q3 | $1.66M | Buy |
17,514
+31
| +0.2% | +$2.94K | 1.2% | 22 |
|
|
2019
Q2 | $1.61M | Buy |
17,483
+598
| +4% | +$55.1K | 1.22% | 22 |
|
|
2019
Q1 | $1.51M | Buy |
16,885
+2,347
| +16% | +$210K | 1.31% | 21 |
|
|
2018
Q4 | $1.18M | Buy |
+14,538
| New | +$1.18M | 1.25% | 22 |
|