Insigneo Advisory Services’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 |
-6,032
| Closed | -$691K | – | 626 |
|
|
2024
Q3 | $691K | Sell |
6,032
-10
| -0.2% | -$1.15K | 0.07% | 241 |
|
|
2024
Q2 | $642K | Sell |
6,042
-2,398
| -28% | -$255K | 0.07% | 239 |
|
|
2024
Q1 | $888K | Sell |
8,440
-3,481
| -29% | -$366K | 0.11% | 179 |
|
|
2023
Q4 | $1.2M | Sell |
11,921
-1,612
| -12% | -$162K | 0.17% | 127 |
|
|
2023
Q3 | $1.29M | Buy |
13,533
+84
| +0.6% | +$8.02K | 0.26% | 81 |
|
|
2023
Q2 | $1.32M | Buy |
+13,449
| New | +$1.32M | 0.25% | 83 |
|