RWA
Rainsberger Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.09M | Sell |
40,797
-1,350
| -3% | -$135K | 2.23% | 15 |
|
|
2023
Q3 | $4.02M | Buy |
42,147
+520
| +1% | +$49.6K | 2.47% | 14 |
|
|
2023
Q2 | $4.08M | Sell |
41,627
-3,562
| -8% | -$349K | 2.46% | 14 |
|
|
2023
Q1 | $4.37M | Buy |
45,189
+204
| +0.5% | +$19.7K | 2.59% | 15 |
|
|
2022
Q4 | $4.27M | Sell |
44,985
-807
| -2% | -$76.7K | 2.72% | 15 |
|
|
2022
Q3 | $4.06M | Sell |
45,792
-813
| -2% | -$72K | 2.78% | 16 |
|
|
2022
Q2 | $4.4M | Buy |
46,605
+266
| +0.6% | +$25.1K | 3.22% | 13 |
|
|
2022
Q1 | $4.86M | Sell |
46,339
-312
| -0.7% | -$32.7K | 3.11% | 12 |
|
|
2021
Q4 | $5.05M | Buy |
+46,651
| New | +$5.05M | 2.97% | 13 |
|