Syverson Strege & Co’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
1,850
-33
| -2% | -$3.91K | 0.05% | 152 |
|
|
2025
Q1 | $219K | Sell |
1,883
-79
| -4% | -$9.2K | 0.07% | 75 |
|
|
2024
Q4 | $214K | Sell |
1,962
-46
| -2% | -$5.02K | 0.07% | 74 |
|
|
2024
Q3 | $230K | Sell |
2,008
-191
| -9% | -$21.9K | 0.08% | 63 |
|
|
2024
Q2 | $230K | Sell |
2,199
-346
| -14% | -$36.2K | 0.08% | 71 |
|
|
2024
Q1 | $268K | Sell |
2,545
-14,160
| -85% | -$1.49M | 0.1% | 57 |
|
|
2023
Q4 | $1.68M | Sell |
16,705
-226
| -1% | -$22.7K | 0.65% | 18 |
|
|
2023
Q3 | $1.62M | Buy |
16,931
+284
| +2% | +$27.1K | 0.72% | 16 |
|
|
2023
Q2 | $1.63M | Sell |
16,647
-838
| -5% | -$82.2K | 0.7% | 15 |
|
|
2023
Q1 | $1.69M | Sell |
17,485
-123
| -0.7% | -$11.9K | 0.72% | 15 |
|
|
2022
Q4 | $1.67M | Sell |
17,608
-4,225
| -19% | -$401K | 0.76% | 15 |
|
|
2022
Q3 | $1.93M | Sell |
21,833
-1,618
| -7% | -$143K | 0.98% | 16 |
|
|
2022
Q2 | $2.22M | Sell |
23,451
-6,451
| -22% | -$610K | 0.81% | 20 |
|
|
2022
Q1 | $3.13M | Buy |
29,902
+1,238
| +4% | +$130K | 3.41% | 7 |
|
|
2021
Q4 | $3.1M | Sell |
28,664
-2,631
| -8% | -$285K | 2.3% | 10 |
|
|
2021
Q3 | $3.22M | Sell |
31,295
-295
| -0.9% | -$30.3K | 2.56% | 10 |
|
|
2021
Q2 | $3.25M | Sell |
31,590
-1,076
| -3% | -$111K | 2.89% | 6 |
|
|
2021
Q1 | $3.22M | Sell |
32,666
-19,943
| -38% | -$1.97M | 3.35% | 7 |
|
|
2020
Q4 | $5.1M | Buy |
+52,609
| New | +$5.1M | 4.87% | 4 |
|