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Sargent Bickham Lagudis’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Sargent Bickham Lagudis’s Portfolio ACWV Stock Details ACWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$223K Buy
2,343
+1
+0% +$95 0.02% 260
2022
Q3 		$208K Hold
2,342
– – 0.02% 238
2022
Q2 		$222K Hold
2,342
– – 0.02% 240
2022
Q1 		$245K Hold
2,342
– – 0.02% 230
2021
Q4 		$254K Buy
2,342
+1
+0% +$108 0.02% 222
2021
Q3 		$241K Hold
2,341
– – 0.02% 227
2021
Q2 		$241K Hold
2,341
– – 0.02% 239
2021
Q1 		$231K Hold
2,341
– – 0.02% 221
2020
Q4 		$227K Hold
2,341
– – 0.02% 219
2020
Q3 		$215K Hold
2,341
– – 0.02% 205
2020
Q2 		$205K Buy
2,341
+1
+0% +$88 0.02% 203
2020
Q1 		$188K Buy
2,340
+38
+2% +$3.05K 0.02% 199
2019
Q4 		$221K Hold
2,302
– – 0.02% 192
2019
Q3 		$218K Sell
2,302
-100
-4% -$9.47K 0.03% 182
2019
Q2 		$221K Sell
2,402
-173
-7% -$15.9K 0.03% 193
2019
Q1 		$230K Hold
2,575
– – 0.03% 194
2018
Q4 		$209K Sell
2,575
-347
-12% -$28.2K 0.03% 192
2018
Q3 		$257K Hold
2,922
– – 0.03% 184
2018
Q2 		$243K Sell
2,922
-353
-11% -$29.4K 0.03% 183
2018
Q1 		$275K Sell
3,275
-3,036
-48% -$255K 0.03% 174
2017
Q4 		$532K Buy
6,311
+3,036
+93% +$256K 0.06% 144
2017
Q3 		$267K Sell
3,275
-96
-3% -$7.83K 0.03% 187
2017
Q2 		$267K Hold
3,371
– – 0.03% 179
2017
Q1 		$260K Hold
3,371
– – 0.03% 185
2016
Q4 		$245K Sell
3,371
-107
-3% -$7.78K 0.04% 180
2016
Q3 		$265 Sell
3,478
-3,582
-51% -$273 0.04% 178
2016
Q2 		$539K Hold
7,060
– – 0.08% 132
2016
Q1 		$519K Buy
+7,060
New +$519K 0.08% 135