SPWG
Syntegra Private Wealth Group’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 | $282K | Buy |
2,376
+34
| +1% | +$4.03K | 0.03% | 151 |
|
|
2025
Q1 | $273K | Sell |
2,342
-3
| -0.1% | -$349 | 0.03% | 139 |
|
|
2024
Q4 | $256K | Sell |
2,345
-804
| -26% | -$87.8K | 0.03% | 135 |
|
|
2024
Q3 | $361K | Sell |
3,149
-442
| -12% | -$50.6K | 0.04% | 107 |
|
|
2024
Q2 | $376K | Sell |
3,591
-545
| -13% | -$57K | 0.05% | 97 |
|
|
2024
Q1 | $435K | Sell |
4,136
-316
| -7% | -$33.3K | 0.06% | 81 |
|
|
2023
Q4 | $447K | Sell |
4,452
-231,763
| -98% | -$23.3M | 0.06% | 70 |
|
|
2023
Q3 | $22.5M | Buy |
236,215
+11,593
| +5% | +$1.11M | 3.54% | 8 |
|
|
2023
Q2 | $22M | Buy |
224,622
+24,688
| +12% | +$2.42M | 3.37% | 8 |
|
|
2023
Q1 | $19.3M | Buy |
199,934
+11,967
| +6% | +$1.16M | 3.44% | 8 |
|
|
2022
Q4 | $17.9M | Buy |
+187,967
| New | +$17.9M | 3.58% | 8 |
|