Optivise Advisory Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Hold
2,154
0.13% 156
2025
Q1
$251K Hold
2,154
0.14% 149
2024
Q4
$235K Hold
2,154
0.13% 150
2024
Q3
$247K Sell
2,154
-1,632
-43% -$187K 0.13% 142
2024
Q2
$396K Buy
+3,786
New +$396K 0.21% 101