Moneta Group Investment Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Moneta Group Investment Advisors’s Portfolio ACWV Stock Details ACWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$795K	Buy
2025 Q1	$773K	Buy
2024 Q4	$713K	Sell
2024 Q3	$772K	Buy
2024 Q2	$690K	Buy
2024 Q1	$688K	Buy
2023 Q4	$640K	Hold
2023 Q3	$608K	Hold
2023 Q2	$625K	Buy