PJWM
Philip James Wealth Mangement’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
14,016
+92
| +0.7% | +$10.9K | 0.21% | 73 |
|
|
2025
Q1 | $1.62M | Sell |
13,924
-1,179
| -8% | -$137K | 0.2% | 65 |
|
|
2024
Q4 | $1.65M | Buy |
15,103
+160
| +1% | +$17.5K | 0.21% | 64 |
|
|
2024
Q3 | $1.71M | Hold |
14,943
| – | – | 0.21% | 64 |
|
|
2024
Q2 | $1.56M | Buy |
14,943
+39
| +0.3% | +$4.08K | 1.04% | 17 |
|
|
2024
Q1 | $1.57M | Sell |
14,904
-87
| -0.6% | -$9.16K | 1.11% | 17 |
|
|
2023
Q4 | $1.5M | Buy |
+14,991
| New | +$1.5M | 1.16% | 17 |
|