J.P. Morgan Private Wealth Advisors’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
2023
Q3
$7.64M Sell
80,086
-310
-0.4% -$29.6K 0.02% 418
2023
Q2
$7.88M Sell
80,396
-11,998
-13% -$1.18M 0.04% 266
2023
Q1
$8.94M Buy
92,394
+3,397
+4% +$329K 0.02% 456
2022
Q4
$8.46M Buy
88,997
+27,925
+46% +$2.65M 0.02% 458
2022
Q3
$5.41M Buy
61,072
+19,085
+45% +$1.69M 0.01% 542
2022
Q2
$3.97M Sell
41,987
-639
-1% -$60.4K 0.01% 640
2022
Q1
$4.47M Buy
42,626
+4,406
+12% +$462K 0.01% 654
2021
Q4
$4.14M Buy
38,220
+527
+1% +$57.1K 0.01% 658
2021
Q3
$3.87M Sell
37,693
-3,265
-8% -$335K 0.01% 660
2021
Q2
$4.21M Buy
40,958
+12,952
+46% +$1.33M 0.01% 636
2021
Q1
$2.76M Sell
28,006
-24,394
-47% -$2.41M 0.01% 662
2020
Q4
$5.08M Buy
52,400
+11,469
+28% +$1.11M 0.02% 480
2020
Q3
$3.76M Sell
40,931
-300
-0.7% -$27.6K 0.01% 497
2020
Q2
$3.61M Sell
41,231
-2,696
-6% -$236K 0.02% 435
2020
Q1
$3.53M Sell
43,927
-7,960
-15% -$639K 0.02% 422
2019
Q4
$4.97M Buy
51,887
+500
+1% +$47.9K 0.02% 422
2019
Q3
$4.87M Buy
51,387
+2,250
+5% +$213K 0.03% 405
2019
Q2
$4.53M Sell
49,137
-3,953
-7% -$364K 0.02% 406
2019
Q1
$4.75M Sell
53,090
-4,931
-8% -$441K 0.02% 410
2018
Q4
$4.72M Sell
58,021
-38,350
-40% -$3.12M 0.03% 371
2018
Q3
$8.47M Sell
96,371
-10,083
-9% -$886K 0.04% 331
2018
Q2
$8.84M Sell
106,454
-6,007
-5% -$499K 0.05% 293
2018
Q1
$9.43M Buy
112,461
+468
+0.4% +$39.2K 0.06% 242
2017
Q4
$9.44M Buy
111,993
+309
+0.3% +$26.1K 0.06% 244
2017
Q3
$9.09M Buy
111,684
+16,325
+17% +$1.33M 0.07% 241
2017
Q2
$7.54M Sell
95,359
-4,841
-5% -$383K 0.06% 252
2017
Q1
$7.73M Buy
100,200
+6,187
+7% +$477K 0.06% 249
2016
Q4
$6.83M Sell
94,013
-1,082
-1% -$78.6K 0.06% 240
2016
Q3
$7.25M Buy
95,095
+42,695
+81% +$3.25M 0.07% 229
2016
Q2
$4M Buy
+52,400
New +$4M 0.04% 304