MAI Capital Management’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
Q3 | $691K | Buy |
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|
2025
Q2 | $600K | Buy |
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|
2025
Q1 | $587K | Sell |
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|
2024
Q4 | $591K | Buy |
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|
2024
Q3 | $614K | Hold |
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|
2024
Q2 | $561K | Sell |
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|
2024
Q1 | $581K | Sell |
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|
2023
Q4 | $568K | Buy |
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|
2023
Q3 | $540K | Sell |
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|
2023
Q2 | $619K | Buy |
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|
2023
Q1 | $608K | Hold |
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|
2022
Q4 | $597K | Buy |
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|
2022
Q3 | $493K | Hold |
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|
2022
Q2 | $526K | Buy |
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|
2022
Q1 | $519K | Hold |
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|
2021
Q4 | $536K | Buy |
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|
2021
Q3 | $340K | Buy |
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