SFC
Strategic Financial Concepts’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 | – | Sell |
-5,342
| Closed | -$622K | – | 282 |
|
|
2025
Q1 | $622K | Sell |
5,342
-2,618
| -33% | -$305K | 0.12% | 172 |
|
|
2024
Q4 | $869K | Buy |
+7,960
| New | +$869K | 0.17% | 130 |
|
|
2024
Q3 | – | Sell |
-157,422
| Closed | -$703K | – | 249 |
|
|
2024
Q2 | $703K | Buy |
157,422
+149,321
| +1,843% | +$667K | 0.41% | 63 |
|
|
2024
Q1 | $853K | Buy |
8,101
+1,393
| +21% | +$147K | 0.21% | 114 |
|
|
2023
Q4 | $673K | Sell |
6,708
-1,588
| -19% | -$159K | 0.4% | 67 |
|
|
2023
Q3 | $792K | Hold |
8,296
| – | – | 0.27% | 91 |
|
|
2023
Q2 | $813K | Sell |
8,296
-594
| -7% | -$58.2K | 0.3% | 86 |
|
|
2023
Q1 | $860K | Buy |
+8,890
| New | +$860K | 0.35% | 73 |
|