HWP
ACWV icon

Hefty Wealth Partners’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
2016
Q3
Sell
-7,156
Closed -$546K 241
2016
Q2
$546K Buy
7,156
+4,372
+157% +$334K 0.45% 66
2016
Q1
$204K Sell
2,784
-4,884
-64% -$358K 0.19% 82
2015
Q4
$531K Buy
+7,668
New +$531K 0.51% 72