SGI
Summit Global Investments’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 | $836K | Sell |
7,052
-3,502
| -33% | -$415K | 0.05% | 229 |
|
|
2025
Q1 | $1.23M | Buy |
+10,554
| New | +$1.23M | 0.09% | 135 |
|
|
2024
Q2 | – | Sell |
-2,301
| Closed | -$242K | – | 490 |
|
|
2024
Q1 | $242K | Buy |
+2,301
| New | +$242K | 0.02% | 448 |
|
|
2023
Q2 | – | Sell |
-8,869
| Closed | -$858K | – | 520 |
|
|
2023
Q1 | $858K | Buy |
+8,869
| New | +$858K | 0.07% | 270 |
|
|
2022
Q2 | – | Sell |
-9,678
| Closed | -$1.01M | – | 452 |
|
|
2022
Q1 | $1.01M | Buy |
+9,678
| New | +$1.01M | 0.07% | 236 |
|