Insight Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,006
| Closed | -$514K | – | 153 |
|
|
2021
Q3 | $514K | Sell |
5,006
-57
| -1% | -$5.85K | 0.07% | 141 |
|
|
2021
Q2 | $521K | Buy |
5,063
+507
| +11% | +$52.2K | 0.07% | 139 |
|
|
2021
Q1 | $449K | Buy |
4,556
+1,285
| +39% | +$127K | 0.06% | 150 |
|
|
2020
Q4 | $317K | Buy |
3,271
+896
| +38% | +$86.8K | 0.05% | 158 |
|
|
2020
Q3 | $218K | Buy |
2,375
+13
| +0.6% | +$1.19K | 0.04% | 187 |
|
|
2020
Q2 | $207K | Buy |
+2,362
| New | +$207K | 0.05% | 163 |
|
|
2020
Q1 | – | Sell |
-3,887
| Closed | -$373K | – | 152 |
|
|
2019
Q4 | $373K | Buy |
3,887
+1,211
| +45% | +$116K | 0.08% | 154 |
|
|
2019
Q3 | $254K | Buy |
2,676
+190
| +8% | +$18K | 0.06% | 169 |
|
|
2019
Q2 | $229K | Buy |
2,486
+212
| +9% | +$19.5K | 0.06% | 148 |
|
|
2019
Q1 | $203K | Buy |
+2,274
| New | +$203K | 0.06% | 131 |
|