Sound View Wealth Advisors 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
Q1
Sell
-14,856
Closed -$1.44M 269
2020
Q4
$1.44M Buy
14,856
+431
+3% +$41.8K 0.35% 82
2020
Q3
$1.33M Buy
14,425
+299
+2% +$27.5K 0.35% 81
2020
Q2
$1.24M Buy
+14,126
New +$1.24M 0.35% 83