Harvest Group Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$259K Sell
2022
Q4
$316K Sell
2022
Q3
$321K Sell
2022
Q2
$521K Sell
2022
Q1
$874K Sell
2021
Q4
$7.68M Buy
2021
Q3
$7.03M Buy
2021
Q2
$6.96M Sell
2021
Q1
$7.39M Sell
2020
Q4
$8.26M Buy
2020
Q3
$4.61M Buy
2020
Q2
$2M Buy
2020
Q1
$1.07M Buy
2019
Q4
$299K Buy