SWM
SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-9,635
| Closed | -$700K | – | 196 |
|
|
2016
Q4 | $700K | Sell |
9,635
-591
| -6% | -$42.9K | 0.1% | 126 |
|
|
2016
Q3 | $779K | Buy |
10,226
+6
| +0.1% | +$457 | 0.12% | 115 |
|
|
2016
Q2 | $781K | Sell |
10,220
-650
| -6% | -$49.7K | 0.13% | 117 |
|
|
2016
Q1 | $799K | Sell |
10,870
-22,787
| -68% | -$1.67M | 0.13% | 119 |
|
|
2015
Q4 | $2.33M | Buy |
+33,657
| New | +$2.33M | 0.4% | 76 |
|