HPFG
ACWV icon

Hart & Patterson Financial Group’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
2024
Q4
$5.27M Sell
48,253
-1,158
-2% -$126K 2.56% 14
2024
Q3
$5.66M Sell
49,411
-1,708
-3% -$196K 2.68% 12
2024
Q2
$5.35M Sell
51,119
-121
-0.2% -$12.7K 2.65% 12
2024
Q1
$5.39M Buy
51,240
+41,604
+432% +$4.38M 2.67% 15
2023
Q4
$967K Buy
+9,636
New +$967K 0.5% 34