Keystone Financial Group (Kentucky)’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 | $398K | Buy |
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|
2025
Q1 | $386K | Sell |
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|
2024
Q4 | $367K | Buy |
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|
2024
Q3 | $385K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $402K | Hold |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $415K | Buy |
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|
2022
Q4 | $410K | Sell |
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|
2022
Q3 | $393K | Sell |
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|
2022
Q2 | $842K | Hold |
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|
2022
Q1 | $934K | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.13M | Sell |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $6.15M | Buy |
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|
2020
Q3 | $5.79M | Buy |
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|
2020
Q2 | $5.44M | Buy |
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|
2020
Q1 | $4.96M | Sell |
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|
2019
Q4 | $5.99M | Buy |
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|
2019
Q3 | $5.88M | Buy |
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|
2019
Q2 | $5.65M | Sell |
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|
2019
Q1 | $5.52M | Buy |
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|
2018
Q4 | $5.01M | Sell |
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|
2018
Q3 | $5.44M | Sell |
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|
2018
Q2 | $5.17M | Sell |
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|
2018
Q1 | $12.1M | Buy |
|