Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-173
| Closed | -$17K | – | 396 |
|
|
2019
Q4 | $17K | Buy |
+173
| New | +$17K | ﹤0.01% | 567 |
|
|
2019
Q3 | – | Sell |
-3,408
| Closed | -$314K | – | 420 |
|
|
2019
Q2 | $314K | Sell |
3,408
-323
| -9% | -$29.8K | 0.07% | 342 |
|
|
2019
Q1 | $334K | Buy |
+3,731
| New | +$334K | 0.07% | 313 |
|