Joel Isaacson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
2,243
| – | – | 0.01% | 355 |
|
|
2025
Q1 | $261K | Sell |
2,243
-150
| -6% | -$17.5K | 0.01% | 339 |
|
|
2024
Q4 | $261K | Buy |
2,393
+35
| +1% | +$3.82K | 0.01% | 319 |
|
|
2024
Q3 | $270K | Hold |
2,358
| – | – | 0.01% | 302 |
|
|
2024
Q2 | $247K | Buy |
2,358
+21
| +0.9% | +$2.2K | 0.01% | 302 |
|
|
2024
Q1 | $246K | Hold |
2,337
| – | – | 0.01% | 294 |
|
|
2023
Q4 | $235K | Buy |
2,337
+35
| +2% | +$3.51K | 0.01% | 278 |
|
|
2023
Q3 | $220K | Hold |
2,302
| – | – | 0.02% | 284 |
|
|
2023
Q2 | $226K | Buy |
2,302
+21
| +0.9% | +$2.06K | 0.02% | 289 |
|
|
2023
Q1 | $221K | Hold |
2,281
| – | – | 0.02% | 294 |
|
|
2022
Q4 | $217K | Buy |
+2,281
| New | +$217K | 0.02% | 290 |
|