Jones Financial Companies’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
25,158
+3,715
| +17% | +$437K | ﹤0.01% | 657 |
|
|
2025
Q1 | $2.48M | Buy |
21,443
+3,135
| +17% | +$363K | ﹤0.01% | 601 |
|
|
2024
Q4 | $2M | Buy |
18,308
+8,333
| +84% | +$910K | ﹤0.01% | 559 |
|
|
2024
Q3 | $1.14M | Buy |
9,975
+7,090
| +246% | +$813K | ﹤0.01% | 574 |
|
|
2024
Q2 | $302K | Buy |
2,885
+981
| +52% | +$103K | ﹤0.01% | 696 |
|
|
2024
Q1 | $200K | Buy |
+1,904
| New | +$200K | ﹤0.01% | 460 |
|