VA
Valmark Advisers’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 | $4.65M | Sell |
39,191
-2,938
| -7% | -$348K | 0.06% | 119 |
|
|
2025
Q1 | $4.9M | Buy |
42,129
+11,121
| +36% | +$1.29M | 0.07% | 107 |
|
|
2024
Q4 | $3.39M | Buy |
31,008
+14,686
| +90% | +$1.6M | 0.05% | 139 |
|
|
2024
Q3 | $1.87M | Buy |
16,322
+4,228
| +35% | +$484K | 0.03% | 206 |
|
|
2024
Q2 | $1.27M | Buy |
12,094
+5,720
| +90% | +$599K | 0.02% | 245 |
|
|
2024
Q1 | $671K | Buy |
6,374
+792
| +14% | +$83.4K | 0.01% | 332 |
|
|
2023
Q4 | $560K | Buy |
5,582
+1,357
| +32% | +$136K | 0.01% | 332 |
|
|
2023
Q3 | $403K | Hold |
4,225
| – | – | 0.01% | 356 |
|
|
2023
Q2 | $414K | Buy |
+4,225
| New | +$414K | 0.01% | 358 |
|