Independent Advisor Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
2,060
-6
| -0.3% | -$711 | 0.01% | 778 |
|
|
2025
Q1 | $240K | Sell |
2,066
-13,596
| -87% | -$1.58M | 0.01% | 722 |
|
|
2024
Q4 | $1.71M | Buy |
15,662
+13,781
| +733% | +$1.5M | 0.02% | 554 |
|
|
2024
Q3 | $215K | Buy |
+1,881
| New | +$215K | 0.01% | 647 |
|
|
2020
Q1 | – | Sell |
-21,630
| Closed | -$2.07M | – | 417 |
|
|
2019
Q4 | $2.07M | Buy |
21,630
+19,262
| +813% | +$1.85M | 0.09% | 232 |
|
|
2019
Q3 | $226K | Buy |
+2,368
| New | +$226K | 0.03% | 395 |
|