Patriot Financial Group Insurance Agency’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
Q3 | $6.87M | Buy |
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|
2025
Q2 | $5.66M | Buy |
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|
2025
Q1 | $4.03M | Buy |
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|
2024
Q4 | $2.96M | Buy |
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|
2024
Q3 | $2.54M | Buy |
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|
2024
Q2 | $2.05M | Buy |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $987K | Buy |
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|
2023
Q2 | $717K | Buy |
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|
2023
Q1 | $339K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $853K | Buy |
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|
2021
Q4 | $873K | Buy |
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|
2021
Q3 | $743K | Buy |
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|
2021
Q2 | $629K | Buy |
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|
2021
Q1 | $545K | Buy |
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|
2020
Q4 | $437K | Buy |
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|
2020
Q3 | $299K | Buy |
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|
2020
Q2 | $264K | Buy |
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|
2020
Q1 | $211K | Buy |
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|
2019
Q4 | $16K | Sell |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $16K | Sell |
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|
2019
Q1 | $15K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $6K | Hold |
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|
2017
Q1 | $6K | Hold |
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|
2016
Q4 | $6K | Buy |
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