LWA
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LifeGoal Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

LifeGoal Wealth Advisors’s Portfolio ACWV Stock Details ACWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$623K Buy
5,255
+61
+1% +$7.23K 0.59% 35
2025
Q1 		$604K Sell
5,194
-20
-0.4% -$2.33K 0.65% 33
2024
Q4 		$569K Buy
+5,214
New +$569K 0.62% 35