Tolleson Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $653K | Hold |
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|
2020
Q4 | $641K | Sell |
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|
2020
Q3 | $631K | Hold |
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|
2020
Q2 | $601K | Sell |
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|
2020
Q1 | $2.44M | Sell |
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|
2019
Q4 | $18.8M | Buy |
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|
2019
Q3 | $18.2M | Buy |
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|
2019
Q2 | $13.5M | Buy |
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|
2019
Q1 | $11.5M | Buy |
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|
2018
Q4 | $7.17M | Buy |
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