United Capital Financial Advisors’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 | $1.63M | Sell |
13,768
-186
| -1% | -$22.1K | 0.01% | 481 |
|
|
2025
Q1 | $1.62M | Sell |
13,954
-2,330
| -14% | -$271K | 0.01% | 464 |
|
|
2024
Q4 | $1.78M | Sell |
16,284
-467
| -3% | -$51K | 0.02% | 439 |
|
|
2024
Q3 | $1.92M | Sell |
16,751
-138
| -0.8% | -$15.8K | 0.02% | 429 |
|
|
2024
Q2 | $1.77M | Sell |
16,889
-488
| -3% | -$51.1K | 0.02% | 427 |
|
|
2024
Q1 | $1.83M | Sell |
17,377
-223
| -1% | -$23.5K | 0.02% | 445 |
|
|
2023
Q4 | $1.77M | Sell |
17,600
-1,533
| -8% | -$154K | 0.01% | 439 |
|
|
2023
Q3 | $1.83M | Sell |
19,133
-1,308
| -6% | -$125K | 0.01% | 436 |
|
|
2023
Q2 | $2M | Sell |
20,441
-7,965
| -28% | -$781K | 0.01% | 444 |
|
|
2023
Q1 | $2.75M | Buy |
28,406
+2,813
| +11% | +$272K | 0.02% | 400 |
|
|
2022
Q4 | $2.43M | Sell |
25,593
-4,291
| -14% | -$408K | 0.01% | 442 |
|
|
2022
Q3 | $2.65M | Sell |
29,884
-3,000
| -9% | -$266K | 0.02% | 423 |
|
|
2022
Q2 | $3.11M | Buy |
32,884
+123
| +0.4% | +$11.6K | 0.02% | 408 |
|
|
2022
Q1 | $3.43M | Sell |
32,761
-1,744
| -5% | -$183K | 0.02% | 422 |
|
|
2021
Q4 | $3.74M | Sell |
34,505
-3,384
| -9% | -$366K | 0.02% | 420 |
|
|
2021
Q3 | $3.89M | Sell |
37,889
-1,683
| -4% | -$173K | 0.02% | 410 |
|
|
2021
Q2 | $4.07M | Sell |
39,572
-1,510
| -4% | -$155K | 0.02% | 406 |
|
|
2021
Q1 | $4.05M | Sell |
41,082
-6,888
| -14% | -$680K | 0.02% | 384 |
|
|
2020
Q4 | $4.65M | Sell |
47,970
-6,754
| -12% | -$655K | 0.03% | 365 |
|
|
2020
Q3 | $5.03M | Sell |
54,724
-5,038
| -8% | -$463K | 0.03% | 344 |
|
|
2020
Q2 | $5.23M | Sell |
59,762
-214
| -0.4% | -$18.7K | 0.04% | 348 |
|
|
2020
Q1 | $4.82M | Sell |
59,976
-21,640
| -27% | -$1.74M | 0.04% | 345 |
|
|
2019
Q4 | $7.82M | Buy |
81,616
+3,394
| +4% | +$325K | 0.05% | 337 |
|
|
2019
Q3 | $7.41M | Sell |
78,222
-11,022
| -12% | -$1.04M | 0.05% | 325 |
|
|
2019
Q2 | $8.22M | Buy |
89,244
+42,479
| +91% | +$3.91M | 0.05% | 325 |
|
|
2019
Q1 | $4.19M | Buy |
46,765
+11,212
| +32% | +$1M | 0.03% | 447 |
|
|
2018
Q4 | $2.89M | Buy |
35,553
+7,110
| +25% | +$578K | 0.02% | 477 |
|
|
2018
Q3 | $2.5M | Sell |
28,443
-1,022
| -3% | -$89.8K | 0.02% | 557 |
|
|
2018
Q2 | $2.45M | Sell |
29,465
-1,120
| -4% | -$93K | 0.02% | 544 |
|
|
2018
Q1 | $2.56M | Sell |
30,585
-353
| -1% | -$29.6K | 0.02% | 528 |
|
|
2017
Q4 | $2.61M | Sell |
30,938
-1,553
| -5% | -$131K | 0.02% | 530 |
|
|
2017
Q3 | $2.64M | Sell |
32,491
-4,239
| -12% | -$345K | 0.02% | 513 |
|
|
2017
Q2 | $2.91M | Sell |
36,730
-3,232
| -8% | -$256K | 0.03% | 489 |
|
|
2017
Q1 | $3.08M | Sell |
39,962
-5,959
| -13% | -$460K | 0.03% | 461 |
|
|
2016
Q4 | $3.33M | Sell |
45,921
-7,219
| -14% | -$524K | 0.03% | 454 |
|
|
2016
Q3 | $4.05M | Buy |
53,140
+31
| +0.1% | +$2.36K | 0.04% | 423 |
|
|
2016
Q2 | $4.04M | Sell |
53,109
-12,456
| -19% | -$947K | 0.04% | 400 |
|
|
2016
Q1 | $4.82M | Buy |
65,565
+11,810
| +22% | +$868K | 0.05% | 338 |
|
|
2015
Q4 | $3.72M | Buy |
53,755
+47,575
| +770% | +$3.3M | 0.04% | 402 |
|
|
2015
Q3 | $414K | Hold |
6,180
| – | – | 0.01% | 956 |
|
|
2015
Q2 | $431K | Buy |
+6,180
| New | +$431K | 0.01% | 965 |
|