Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-853
| Closed | -$97K | – | 544 |
|
|
2024
Q3 | $97K | Sell |
853
-3,057
| -78% | -$348K | 0.03% | 367 |
|
|
2024
Q2 | $409K | Sell |
3,910
-1,013
| -21% | -$106K | 0.11% | 153 |
|
|
2024
Q1 | $518K | Sell |
4,923
-264
| -5% | -$27.8K | 0.15% | 132 |
|
|
2023
Q4 | $520K | Buy |
5,187
+1,851
| +55% | +$186K | 0.17% | 115 |
|
|
2023
Q3 | $318K | Buy |
+3,336
| New | +$318K | 0.11% | 156 |
|
|
2023
Q1 | $418K | Buy |
+4,318
| New | +$418K | 0.16% | 120 |
|
|
2022
Q4 | – | Sell |
-5,024
| Closed | -$444K | – | 363 |
|
|
2022
Q3 | $444K | Sell |
5,024
-950
| -16% | -$84K | 0.18% | 116 |
|
|
2022
Q2 | $565K | Sell |
5,974
-3,115
| -34% | -$295K | 0.25% | 97 |
|
|
2022
Q1 | $953K | Sell |
9,089
-3,636
| -29% | -$381K | 0.38% | 69 |
|
|
2021
Q4 | $1.38M | Buy |
+12,725
| New | +$1.38M | 0.51% | 52 |
|