J.W. Cole Advisors’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 | $1.33M | Buy |
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|
2025
Q1 | $521K | Sell |
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|
2024
Q4 | $836K | Buy |
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|
2024
Q3 | $722K | Sell |
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|
2024
Q2 | $680K | Sell |
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|
2024
Q1 | $706K | Buy |
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|
2023
Q4 | $618K | Sell |
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|
2023
Q3 | $645K | Buy |
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|
2023
Q2 | $642K | Buy |
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|
2023
Q1 | $630K | Buy |
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|
2022
Q4 | $575K | Sell |
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|
2022
Q3 | $537K | Buy |
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|
2022
Q2 | $546K | Sell |
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|
2022
Q1 | $626K | Sell |
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|
2021
Q4 | $676K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $660K | Sell |
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|
2021
Q1 | $672K | Sell |
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|
2020
Q4 | $706K | Sell |
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|
2020
Q3 | $754K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $954K | Buy |
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