Stratos Wealth Advisors’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 | $2.06M | Sell |
17,391
-1,002
| -5% | -$119K | 0.11% | 201 |
|
2025
Q1 | $2.14M | Sell |
18,393
-127
| -0.7% | -$14.8K | 0.12% | 168 |
|
2024
Q4 | $2.02M | Buy |
18,520
+269
| +1% | +$29.4K | 0.1% | 215 |
|
2024
Q3 | $2.09M | Buy |
18,251
+305
| +2% | +$34.9K | 0.1% | 230 |
|
2024
Q2 | $1.88M | Buy |
17,946
+999
| +6% | +$105K | 0.09% | 219 |
|
2024
Q1 | $1.78M | Buy |
16,947
+7,067
| +72% | +$744K | 0.11% | 213 |
|
2023
Q4 | $991K | Buy |
9,880
+7,740
| +362% | +$777K | 0.06% | 330 |
|
2023
Q3 | $204K | Buy |
+2,140
| New | +$204K | 0.01% | 622 |
|