Mascoma Wealth 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
Q2 | $221K | Hold |
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|
2025
Q1 | $216K | Hold |
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|
2024
Q4 | $203K | Hold |
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|
2024
Q3 | $213K | Hold |
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|
2024
Q2 | $195K | Hold |
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|
2024
Q1 | $196K | Hold |
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|
2023
Q4 | $187K | Sell |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $265K | Hold |
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $304K | Hold |
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|
2022
Q3 | $283K | Hold |
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|
2022
Q2 | $302K | Hold |
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|
2022
Q1 | $335K | Hold |
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|
2021
Q4 | $346K | Hold |
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|
2021
Q3 | $328K | Hold |
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|
2021
Q2 | $329K | Hold |
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|
2021
Q1 | $315K | Hold |
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|
2020
Q4 | $310K | Buy |
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|
2019
Q3 | $293K | Buy |
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|
2019
Q2 | $276K | Buy |
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|
2019
Q1 | $27K | Hold |
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|
2018
Q4 | $24K | Sell |
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|
2018
Q3 | $53K | Hold |
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|
2018
Q2 | $50K | Hold |
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|
2018
Q1 | $50K | Hold |
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|
2017
Q4 | $51K | Hold |
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|
2017
Q3 | $49K | Hold |
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|
2017
Q2 | $47K | Hold |
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|
2017
Q1 | $46K | Buy |
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|
2016
Q4 | $29K | Buy |
|