Safeguard Investment Advisory Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $211K | Sell |
|
|||||
|
2025
Q2 | $218K | Sell |
|
|||||
|
2025
Q1 | $218K | Hold |
|
|||||
|
2024
Q4 | $205K | Sell |
|
|||||
|
2024
Q3 | $256K | Sell |
|
|||||
|
2024
Q2 | $261K | Sell |
|
|||||
|
2024
Q1 | $322K | Sell |
|
|||||
|
2023
Q4 | $368K | Sell |
|
|||||
|
2023
Q3 | $383K | Sell |
|
|||||
|
2023
Q2 | $407K | Sell |
|
|||||
|
2023
Q1 | $476K | Sell |
|
|||||
|
2022
Q4 | $579K | Sell |
|
|||||
|
2022
Q3 | $601K | Sell |
|
|||||
|
2022
Q2 | $756K | Hold |
|
|||||
|
2022
Q1 | $756K | Sell |
|
|||||
|
2021
Q4 | $792K | Sell |
|
|||||
|
2021
Q3 | $801K | Sell |
|
|||||
|
2021
Q2 | $847K | Sell |
|
|||||
|
2021
Q1 | $872K | Sell |
|
|||||
|
2020
Q4 | $1.41M | Buy |
|