Insight Wealth Strategies’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-5,006	Closed	-$514K	–	153
2021 Q3	$514K	Sell	5,006 -57	-1%	-$6K	0.07%	141
2021 Q2	$521K	Buy	5,063 +507	+11%	+$51.8K	0.07%	139
2021 Q1	$449K	Buy	4,556 +1,285	+39%	+$125K	0.06%	150
2020 Q4	$317K	Buy	3,271 +896	+38%	+$84.7K	0.05%	158
2020 Q3	$218K	Buy	2,375 +13	+0.6%	+$1.19K	0.04%	187
2020 Q2	$207K	Buy	+2,362	New	+$204K	0.05%	163
2020 Q1	–	Sell	-3,887	Closed	-$373K	–	152
2019 Q4	$373K	Buy	3,887 +1,211	+45%	+$115K	0.08%	154
2019 Q3	$254K	Buy	2,676 +190	+8%	+$17.7K	0.06%	169
2019 Q2	$229K	Buy	2,486 +212	+9%	+$19.1K	0.06%	148
2019 Q1	$203K	Buy	+2,274	New	+$195K	0.06%	131