LFA
Legacy Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,975
| Closed | -$207K | – | 220 |
|
|
2022
Q1 | $207K | Sell |
1,975
-134
| -6% | -$14K | 0.05% | 231 |
|
|
2021
Q4 | $228K | Sell |
2,109
-408
| -16% | -$44.1K | 0.05% | 184 |
|
|
2021
Q3 | $259K | Sell |
2,517
-138
| -5% | -$14.2K | 0.06% | 146 |
|
|
2021
Q2 | $273K | Sell |
2,655
-419
| -14% | -$43.1K | 0.07% | 130 |
|
|
2021
Q1 | $303K | Sell |
3,074
-90
| -3% | -$8.87K | 0.08% | 107 |
|
|
2020
Q4 | $307K | Sell |
3,164
-3,123
| -50% | -$303K | 0.09% | 96 |
|
|
2020
Q3 | $578K | Buy |
+6,287
| New | +$578K | 0.18% | 50 |
|
|
2020
Q1 | – | Sell |
-6,325
| Closed | -$606K | – | 58 |
|
|
2019
Q4 | $606K | Sell |
6,325
-1,575
| -20% | -$151K | 0.19% | 54 |
|
|
2019
Q3 | $749K | Sell |
7,900
-586
| -7% | -$55.6K | 0.25% | 44 |
|
|
2019
Q2 | $782K | Buy |
8,486
+300
| +4% | +$27.6K | 0.28% | 39 |
|
|
2019
Q1 | $732K | Sell |
8,186
-19,470
| -70% | -$1.74M | 0.25% | 42 |
|
|
2018
Q4 | $2.25M | Buy |
27,656
+25,477
| +1,169% | +$2.07M | 0.87% | 12 |
|
|
2018
Q3 | $191K | Hold |
2,179
| – | – | 0.07% | 110 |
|
|
2018
Q2 | $185K | Hold |
2,179
| – | – | 0.07% | 112 |
|
|
2018
Q1 | $183K | Hold |
2,179
| – | – | 0.07% | 117 |
|
|
2017
Q4 | $183K | Buy |
+2,179
| New | +$183K | 0.08% | 119 |
|