OneDigital Investment 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 | $667K | Sell |
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2025
Q1 | $661K | Sell |
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2024
Q4 | $642K | Sell |
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2024
Q3 | $680K | Sell |
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|
2024
Q2 | $623K | Sell |
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|
2024
Q1 | $674K | Sell |
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|
2023
Q4 | $662K | Sell |
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|
2023
Q3 | $736K | Hold |
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|
2023
Q2 | $757K | Sell |
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|
2023
Q1 | $780K | Buy |
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|
2022
Q4 | $579K | Sell |
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|
2022
Q3 | $611K | Hold |
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|
2022
Q2 | $652K | Sell |
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|
2022
Q1 | $749K | Sell |
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|
2021
Q4 | $828K | Sell |
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|
2021
Q3 | $789K | Hold |
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|
2021
Q2 | $790K | Buy |
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|
2021
Q1 | $624K | Hold |
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|
2020
Q4 | $613K | Sell |
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|
2020
Q3 | $588K | Sell |
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|
2020
Q2 | $670K | Sell |
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|
2020
Q1 | $980K | Buy |
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