PWM
Provident Wealth Management’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 | $390K | Sell |
3,285
-1,247
| -28% | -$148K | 0.13% | 50 |
|
|
2025
Q1 | $527K | Hold |
4,532
| – | – | 0.18% | 41 |
|
|
2024
Q4 | $495K | Sell |
4,532
-468
| -9% | -$51.1K | 0.17% | 47 |
|
|
2024
Q3 | $573K | Hold |
5,000
| – | – | 0.2% | 44 |
|
|
2024
Q2 | $523K | Buy |
+5,000
| New | +$523K | 0.19% | 44 |
|