Moneta Group Investment Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Buy |
6,707
+66
| +1% | +$7.83K | 0.01% | 344 |
|
|
2025
Q1 | $773K | Buy |
6,641
+115
| +2% | +$13.4K | 0.01% | 323 |
|
|
2024
Q4 | $713K | Sell |
6,526
-213
| -3% | -$23.3K | 0.01% | 328 |
|
|
2024
Q3 | $772K | Buy |
6,739
+150
| +2% | +$17.2K | 0.01% | 317 |
|
|
2024
Q2 | $690K | Buy |
6,589
+56
| +0.9% | +$5.86K | 0.01% | 329 |
|
|
2024
Q1 | $688K | Buy |
6,533
+160
| +3% | +$16.8K | 0.01% | 321 |
|
|
2023
Q4 | $640K | Hold |
6,373
| – | – | 0.01% | 297 |
|
|
2023
Q3 | $608K | Hold |
6,373
| – | – | 0.01% | 284 |
|
|
2023
Q2 | $625K | Buy |
+6,373
| New | +$625K | 0.01% | 286 |
|