IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.9K | Buy |
564
+75
| +15% | +$8.89K | ﹤0.01% | 1883 |
|
|
2025
Q1 | $56.9K | Sell |
489
-31
| -6% | -$3.61K | ﹤0.01% | 1837 |
|
|
2024
Q4 | $56.8K | Sell |
520
-186
| -26% | -$20.3K | ﹤0.01% | 1773 |
|
|
2024
Q3 | $80.9K | Buy |
706
+34
| +5% | +$3.89K | ﹤0.01% | 1502 |
|
|
2024
Q2 | $70.3K | Sell |
672
-545
| -45% | -$57K | ﹤0.01% | 1521 |
|
|
2024
Q1 | $128K | Sell |
1,217
-1,322
| -52% | -$139K | 0.01% | 1189 |
|
|
2023
Q4 | $255K | Sell |
2,539
-1,067
| -30% | -$107K | 0.01% | 848 |
|
|
2023
Q3 | $344K | Sell |
3,606
-321
| -8% | -$30.6K | 0.02% | 731 |
|
|
2023
Q2 | $385K | Sell |
3,927
-1,083
| -22% | -$106K | 0.02% | 747 |
|
|
2023
Q1 | $421K | Sell |
5,010
-10,063
| -67% | -$846K | 0.02% | 653 |
|
|
2022
Q4 | $1.28M | Sell |
15,073
-3,817
| -20% | -$323K | 0.03% | 524 |
|
|
2022
Q3 | $1.6M | Sell |
18,890
-547
| -3% | -$46.3K | 0.04% | 478 |
|
|
2022
Q2 | $1.65M | Hold |
19,437
| – | – | 0.05% | 410 |
|
|
2022
Q1 | $1.65M | Buy |
19,437
+16,484
| +558% | +$1.4M | 0.05% | 410 |
|
|
2021
Q4 | $324K | Sell |
2,953
-187
| -6% | -$20.5K | 0.01% | 742 |
|
|
2021
Q3 | $329K | Sell |
3,140
-770
| -20% | -$80.7K | 0.01% | 706 |
|
|
2021
Q2 | $403K | Sell |
3,910
-361
| -8% | -$37.2K | 0.01% | 620 |
|
|
2021
Q1 | $420K | Sell |
4,271
-79
| -2% | -$7.77K | 0.01% | 576 |
|
|
2020
Q4 | $420K | Buy |
4,350
+480
| +12% | +$46.3K | 0.02% | 557 |
|
|
2020
Q3 | $355K | Sell |
3,870
-7,717
| -67% | -$708K | 0.02% | 522 |
|
|
2020
Q2 | $1.01M | Sell |
11,587
-2,818
| -20% | -$245K | 0.08% | 262 |
|
|
2020
Q1 | $1.18M | Sell |
14,405
-3,366
| -19% | -$275K | 0.12% | 189 |
|
|
2019
Q4 | $1.71M | Buy |
17,771
+2,945
| +20% | +$283K | 0.13% | 191 |
|
|
2019
Q3 | $1.4M | Buy |
+14,826
| New | +$1.4M | 0.09% | 238 |
|
|
2019
Q1 | $10K | Sell |
109
-14,484
| -99% | -$1.33M | ﹤0.01% | 1592 |
|
|
2018
Q4 | $1.18M | Buy |
14,593
+3,272
| +29% | +$265K | 0.07% | 308 |
|
|
2018
Q3 | $995K | Buy |
11,321
+900
| +9% | +$79.1K | 0.04% | 430 |
|
|
2018
Q2 | $865K | Sell |
10,421
-5,714
| -35% | -$474K | 0.04% | 460 |
|
|
2018
Q1 | $1.36M | Hold |
16,135
| – | – | 0.06% | 314 |
|
|
2017
Q4 | $1.36M | Buy |
16,135
+1,667
| +12% | +$141K | 0.06% | 314 |
|
|
2017
Q3 | $1.18M | Buy |
14,468
+490
| +4% | +$39.9K | 0.05% | 398 |
|
|
2017
Q2 | $1.11M | Buy |
13,978
+2,067
| +17% | +$164K | 0.05% | 407 |
|
|
2017
Q1 | $919K | Buy |
11,911
+1,573
| +15% | +$121K | 0.04% | 445 |
|
|
2016
Q4 | $751K | Sell |
10,338
-2,176
| -17% | -$158K | 0.04% | 469 |
|
|
2016
Q3 | $953K | Buy |
12,514
+4,835
| +63% | +$368K | 0.05% | 372 |
|
|
2016
Q2 | $586K | Buy |
7,679
+7,570
| +6,945% | +$578K | 0.03% | 495 |
|
|
2016
Q1 | $10K | Sell |
109
-2,745
| -96% | -$252K | ﹤0.01% | 1592 |
|
|
2015
Q4 | $198K | Buy |
+2,854
| New | +$198K | 0.01% | 836 |
|