Greenwood Capital Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-28,925
| Closed | -$2.8M | – | 237 |
|
|
2023
Q1 | $2.8M | Buy |
+28,925
| New | +$2.8M | 0.4% | 69 |
|
|
2022
Q4 | – | Sell |
-29,668
| Closed | -$2.63M | – | 218 |
|
|
2022
Q3 | $2.63M | Buy |
29,668
+11,747
| +66% | +$1.04M | 0.45% | 60 |
|
|
2022
Q2 | $1.69M | Buy |
+17,921
| New | +$1.69M | 0.27% | 73 |
|
|
2022
Q1 | – | Sell |
-40,246
| Closed | -$4.36M | – | 209 |
|
|
2021
Q4 | $4.36M | Buy |
+40,246
| New | +$4.36M | 0.62% | 51 |
|