RWA
RGT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $175M | Buy |
1,977,220
+28,177
| +1% | +$2.5M | 27.92% | 1 |
|
|
2022
Q2 | $184M | Sell |
1,949,043
-8,063
| -0.4% | -$762K | 30.94% | 1 |
|
|
2022
Q1 | $205M | Buy |
1,957,106
+26,099
| +1% | +$2.74M | 32.62% | 1 |
|
|
2021
Q4 | $209M | Buy |
1,931,007
+61,970
| +3% | +$6.71M | 31.9% | 1 |
|
|
2021
Q3 | $192M | Buy |
1,869,037
+43,637
| +2% | +$4.48M | 37.91% | 1 |
|
|
2021
Q2 | $188M | Buy |
1,825,400
+53,699
| +3% | +$5.52M | 33.73% | 1 |
|
|
2021
Q1 | $175M | Buy |
1,771,701
+72,442
| +4% | +$7.15M | 34.12% | 1 |
|
|
2020
Q4 | $165M | Buy |
1,699,259
+4,490
| +0.3% | +$435K | 34.55% | 1 |
|
|
2020
Q3 | $156M | Buy |
1,694,769
+28,494
| +2% | +$2.62M | 39.47% | 1 |
|
|
2020
Q2 | $146M | Buy |
1,666,275
+48,652
| +3% | +$4.26M | 42.11% | 1 |
|
|
2020
Q1 | $130M | Buy |
+1,617,623
| New | +$130M | 83.37% | 1 |
|