Safeguard Investment Advisory Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
1,838
-36
| -2% | -$4.27K | 0.05% | 127 |
|
|
2025
Q1 | $218K | Hold |
1,874
| – | – | 0.06% | 125 |
|
|
2024
Q4 | $205K | Sell |
1,874
-358
| -16% | -$39.1K | 0.06% | 111 |
|
|
2024
Q3 | $256K | Sell |
2,232
-262
| -11% | -$30K | 0.07% | 92 |
|
|
2024
Q2 | $261K | Sell |
2,494
-565
| -18% | -$59.1K | 0.08% | 82 |
|
|
2024
Q1 | $322K | Sell |
3,059
-608
| -17% | -$64K | 0.11% | 70 |
|
|
2023
Q4 | $368K | Sell |
3,667
-347
| -9% | -$34.8K | 0.14% | 62 |
|
|
2023
Q3 | $383K | Sell |
4,014
-143
| -3% | -$13.6K | 0.17% | 59 |
|
|
2023
Q2 | $407K | Sell |
4,157
-768
| -16% | -$75.3K | 0.17% | 60 |
|
|
2023
Q1 | $476K | Sell |
4,925
-1,172
| -19% | -$113K | 0.23% | 51 |
|
|
2022
Q4 | $579K | Sell |
6,097
-697
| -10% | -$66.2K | 0.36% | 45 |
|
|
2022
Q3 | $601K | Sell |
6,794
-421
| -6% | -$37.2K | 0.41% | 42 |
|
|
2022
Q2 | $756K | Hold |
7,215
| – | – | 0.47% | 39 |
|
|
2022
Q1 | $756K | Sell |
7,215
-105
| -1% | -$11K | 0.52% | 34 |
|
|
2021
Q4 | $792K | Sell |
7,320
-483
| -6% | -$52.3K | 0.46% | 39 |
|
|
2021
Q3 | $801K | Sell |
7,803
-432
| -5% | -$44.3K | 0.52% | 36 |
|
|
2021
Q2 | $847K | Sell |
8,235
-607
| -7% | -$62.4K | 0.6% | 30 |
|
|
2021
Q1 | $872K | Sell |
8,842
-5,691
| -39% | -$561K | 0.78% | 28 |
|
|
2020
Q4 | $1.41M | Buy |
+14,533
| New | +$1.41M | 1.25% | 16 |
|