PFA
Professional Financial Advisors’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 | $1.25M | Sell |
10,577
-168
| -2% | -$19.9K | 0.29% | 59 |
|
|
2025
Q1 | $1.25M | Hold |
10,745
| – | – | 0.32% | 52 |
|
|
2024
Q4 | $1.17M | Buy |
10,745
+172
| +2% | +$18.8K | 0.3% | 53 |
|
|
2024
Q3 | $1.21M | Sell |
10,573
-951
| -8% | -$109K | 0.31% | 54 |
|
|
2024
Q2 | $1.21M | Buy |
11,524
+140
| +1% | +$14.6K | 0.33% | 52 |
|
|
2024
Q1 | $1.2M | Sell |
11,384
-6,153
| -35% | -$648K | 0.34% | 51 |
|
|
2023
Q4 | $1.76M | Sell |
17,537
-162
| -0.9% | -$16.3K | 0.58% | 28 |
|
|
2023
Q3 | $1.69M | Sell |
17,699
-204
| -1% | -$19.5K | 0.76% | 26 |
|
|
2023
Q2 | $1.76M | Sell |
17,903
-554
| -3% | -$54.3K | 0.91% | 19 |
|
|
2023
Q1 | $1.93M | Buy |
18,457
+1,126
| +6% | +$118K | 1.14% | 21 |
|
|
2022
Q4 | $1.65M | Buy |
17,331
+442
| +3% | +$42K | 1.11% | 16 |
|
|
2022
Q3 | $1.5M | Buy |
16,889
+138
| +0.8% | +$12.2K | 0.92% | 20 |
|
|
2022
Q2 | $1.58M | Sell |
16,751
-1,706
| -9% | -$161K | 0.88% | 22 |
|
|
2022
Q1 | $1.94M | Sell |
18,457
-2,597
| -12% | -$272K | 0.84% | 30 |
|
|
2021
Q4 | $2.28M | Sell |
21,054
-275
| -1% | -$29.8K | 0.99% | 17 |
|
|
2021
Q3 | $2.19M | Buy |
21,329
+1,293
| +6% | +$133K | 1.25% | 10 |
|
|
2021
Q2 | $2.07M | Sell |
20,036
-854
| -4% | -$88K | 1.14% | 11 |
|
|
2021
Q1 | $2.06M | Sell |
20,890
-39,168
| -65% | -$3.86M | 1.28% | 12 |
|
|
2020
Q4 | $5.82M | Buy |
60,058
+144
| +0.2% | +$14K | 4.59% | 5 |
|
|
2020
Q3 | $5.36M | Buy |
59,914
+3,762
| +7% | +$337K | 5% | 5 |
|
|
2020
Q2 | $4.92M | Buy |
56,152
+4,446
| +9% | +$389K | 6.45% | 4 |
|
|
2020
Q1 | $4.46M | Buy |
51,706
+12,014
| +30% | +$1.04M | 8.06% | 2 |
|
|
2019
Q4 | $3.8M | Buy |
+39,692
| New | +$3.8M | 3.61% | 6 |
|