Integrated Wealth Concepts’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $832K | Buy |
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2025
Q1 | $784K | Buy |
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2024
Q4 | $733K | Buy |
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2024
Q3 | $726K | Sell |
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2024
Q2 | $679K | Buy |
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2023
Q2 | – | Sell |
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2023
Q1 | $373K | Buy |
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2022
Q4 | $359K | Buy |
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2020
Q4 | – | Sell |
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2020
Q3 | $307K | Sell |
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2020
Q2 | $294K | Buy |
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2020
Q1 | $230K | Buy |
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2019
Q4 | $232K | Buy |
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2019
Q3 | $202K | Sell |
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2019
Q2 | $384K | Sell |
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2019
Q1 | $430K | Sell |
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2018
Q4 | $1.09M | Sell |
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2018
Q3 | $1.5M | Sell |
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2018
Q2 | $1.6M | Sell |
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2018
Q1 | $1.76M | Buy |
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2017
Q4 | $1.75M | Buy |
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