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Peterson Financial Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Peterson Financial Group’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
2023
Q1 		– Sell
-2,511
Closed -$239K – 21
2022
Q4 		$239K Buy
2,511
+7
+0.3% +$657 0.32% 67
2022
Q3 		$222K Buy
2,504
+31
+1% +$2.96K 0.22% 70
2022
Q2 		$234K Sell
2,473
-41
-2% -$4.06K 0.22% 68
2022
Q1 		$263K Sell
2,514
-199
-7% -$20.5K 0.22% 72
2021
Q4 		$294K Buy
+2,713
New +$287K 0.24% 71

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