GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.9K | Buy |
+269
| New | +$31.9K | ﹤0.01% | 1010 |
|
|
2024
Q4 | – | Sell |
-411
| Closed | -$47.1K | – | 1794 |
|
|
2024
Q3 | $47.1K | Buy |
+411
| New | +$47.1K | ﹤0.01% | 1084 |
|
|
2023
Q2 | – | Sell |
-11,931
| Closed | -$1.15M | – | 438 |
|
|
2023
Q1 | $1.15M | Buy |
+11,931
| New | +$1.15M | 0.14% | 88 |
|