Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.4K | Sell |
787
-432
| -35% | -$51.2K | ﹤0.01% | 994 |
|
|
2025
Q1 | $142K | Hold |
1,219
| – | – | ﹤0.01% | 918 |
|
|
2024
Q4 | $133K | Hold |
1,219
| – | – | ﹤0.01% | 940 |
|
|
2024
Q3 | $140K | Sell |
1,219
-450
| -27% | -$51.6K | ﹤0.01% | 823 |
|
|
2024
Q2 | $175K | Sell |
1,669
-867
| -34% | -$90.7K | 0.01% | 745 |
|
|
2024
Q1 | $267K | Hold |
2,536
| – | – | ﹤0.01% | 699 |
|
|
2023
Q4 | $256K | Sell |
2,536
-232
| -8% | -$23.4K | 0.01% | 695 |
|
|
2023
Q3 | $264K | Buy |
2,768
+1,006
| +57% | +$96K | 0.01% | 626 |
|
|
2023
Q2 | $173K | Hold |
1,762
| – | – | 0.01% | 772 |
|
|
2023
Q1 | $171K | Buy |
1,762
+1,669
| +1,795% | +$162K | 0.01% | 779 |
|
|
2022
Q4 | $9K | Hold |
93
| – | – | ﹤0.01% | 1639 |
|
|
2022
Q3 | $8K | Sell |
93
-1,822
| -95% | -$157K | ﹤0.01% | 1612 |
|
|
2022
Q2 | $181K | Hold |
1,915
| – | – | 0.01% | 804 |
|
|
2022
Q1 | $201K | Hold |
1,915
| – | – | 0.01% | 900 |
|
|
2021
Q4 | $207K | Buy |
1,915
+339
| +22% | +$36.6K | ﹤0.01% | 1072 |
|
|
2021
Q3 | $162K | Hold |
1,576
| – | – | ﹤0.01% | 1002 |
|
|
2021
Q2 | $162K | Hold |
1,576
| – | – | ﹤0.01% | 1006 |
|
|
2021
Q1 | $155K | Buy |
+1,576
| New | +$155K | ﹤0.01% | 1177 |
|