SMG
Smart Money Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-11,919
| Closed | -$1.04M | – | 65 |
|
|
2021
Q2 | $1.04M | Buy |
+11,919
| New | +$1.04M | 1.2% | 18 |
|
|
2021
Q1 | – | Sell |
-2,603
| Closed | -$252K | – | 62 |
|
|
2020
Q4 | $252K | Sell |
2,603
-530
| -17% | -$51.3K | 0.21% | 48 |
|
|
2020
Q3 | $288K | Sell |
3,133
-9,114
| -74% | -$838K | 0.12% | 82 |
|
|
2020
Q2 | $1.07M | Sell |
12,247
-451
| -4% | -$39.5K | 0.63% | 40 |
|
|
2020
Q1 | $1.02M | Sell |
12,698
-309
| -2% | -$24.8K | 0.72% | 42 |
|
|
2019
Q4 | $1.25M | Buy |
13,007
+651
| +5% | +$62.4K | 0.73% | 38 |
|
|
2019
Q3 | $1.17M | Buy |
12,356
+430
| +4% | +$40.8K | 0.94% | 35 |
|
|
2019
Q2 | $1.1M | Buy |
11,926
+278
| +2% | +$25.6K | 0.91% | 37 |
|
|
2019
Q1 | $1.04M | Sell |
11,648
-7,324
| -39% | -$655K | 0.91% | 36 |
|
|
2018
Q4 | $1.54M | Buy |
18,972
+1,236
| +7% | +$100K | 1.6% | 20 |
|
|
2018
Q3 | $1.56M | Sell |
17,736
-557
| -3% | -$48.9K | 1.41% | 22 |
|
|
2018
Q2 | $1.52M | Buy |
18,293
+153
| +0.8% | +$12.7K | 1.36% | 25 |
|
|
2018
Q1 | $1.52M | Buy |
18,140
+3,419
| +23% | +$286K | 1.55% | 21 |
|
|
2017
Q4 | $1.24M | Buy |
+14,721
| New | +$1.24M | 1.93% | 15 |
|