Mutual Advisors’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 | $1.05M | Buy |
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2025
Q1 | $688K | Buy |
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2024
Q4 | $581K | Sell |
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2024
Q3 | $624K | Buy |
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2024
Q2 | $519K | Buy |
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2024
Q1 | $470K | Sell |
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2023
Q4 | $476K | Hold |
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2023
Q3 | $452K | Buy |
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2023
Q2 | $389K | Buy |
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2023
Q1 | $348K | Sell |
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2022
Q4 | $351K | Sell |
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2022
Q3 | $342K | Buy |
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2022
Q2 | $344K | Sell |
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2022
Q1 | $492K | Buy |
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2021
Q4 | $425K | Buy |
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2021
Q3 | $376K | Buy |
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2021
Q2 | $261K | Sell |
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2021
Q1 | $263K | Buy |
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2020
Q1 | – | Sell |
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2019
Q4 | $426K | Sell |
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2019
Q3 | $603K | Sell |
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2019
Q2 | $897K | Sell |
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2019
Q1 | $1.02M | Sell |
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2018
Q4 | $932K | Sell |
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2018
Q3 | $1.74M | Buy |
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2018
Q2 | $1.61M | Buy |
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2018
Q1 | $1.52M | Buy |
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2017
Q4 | $1.26M | Buy |
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