UWM
USAdvisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,117
| Closed | -$398K | – | 104 |
|
|
2023
Q1 | $398K | Sell |
4,117
-75
| -2% | -$7.25K | 0.19% | 88 |
|
|
2022
Q4 | $398K | Sell |
4,192
-4,478
| -52% | -$425K | 0.19% | 87 |
|
|
2022
Q3 | $768K | Sell |
8,670
-12
| -0.1% | -$1.06K | 0.39% | 61 |
|
|
2022
Q2 | $820K | Sell |
8,682
-255
| -3% | -$24.1K | 0.41% | 57 |
|
|
2022
Q1 | $937K | Sell |
8,937
-1,310
| -13% | -$137K | 0.4% | 61 |
|
|
2021
Q4 | $1.11M | Sell |
10,247
-1,096
| -10% | -$119K | 0.45% | 51 |
|
|
2021
Q3 | $1.17M | Buy |
11,343
+8,048
| +244% | +$827K | 0.5% | 45 |
|
|
2021
Q2 | $339K | Sell |
3,295
-13,248
| -80% | -$1.36M | 0.18% | 84 |
|
|
2021
Q1 | $1.63M | Sell |
16,543
-104,966
| -86% | -$10.4M | 0.79% | 33 |
|
|
2020
Q4 | $11.7M | Sell |
121,509
-9,693
| -7% | -$937K | 5.64% | 3 |
|
|
2020
Q3 | $12K | Buy |
131,202
+386
| +0.3% | +$35 | 1.88% | 4 |
|
|
2020
Q2 | $11.5M | Buy |
130,816
+10,320
| +9% | +$904K | 6.09% | 3 |
|
|
2020
Q1 | $9.68M | Sell |
120,496
-117,066
| -49% | -$9.4M | 5.98% | 3 |
|
|
2019
Q4 | $10.9M | Buy |
+237,562
| New | +$10.9M | 5.62% | 4 |
|