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Heritage Wealth Management (Arizona)’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ACWV Stock Details ACWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$372K Buy
3,912
+1,950
+99% +$183K 0.05% 268
2022
Q3 		$174K Sell
1,962
-17
-0.9% -$1.63K 0.06% 252
2022
Q2 		$187K Sell
1,979
-432
-18% -$42.8K 0.06% 246
2022
Q1 		$253K Buy
+2,411
New +$249K 0.07% 221
2021
Q3 		$281K Sell
2,731
-410
-13% -$43.2K 0.1% 164
2021
Q2 		$323K Sell
3,141
-74
-2% -$7.56K 0.12% 139
2021
Q1 		$317K Buy
+3,215
New +$312K 0.18% 98

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