Van Hulzen Asset Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Van Hulzen Asset Management’s Portfolio ACWV Stock Details ACWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$401K	Sell	3,357 -113	-3%	-$13.7K	0.03%	253
2025 Q4	$412K	Sell	3,470 -320	-8%	-$38.3K	0.03%	243
2025 Q3	$454K	Sell	3,790 -25	-0.7%	-$2.97K	0.03%	230
2025 Q2	$452K	Sell	3,815 -227	-6%	-$26.4K	0.04%	226
2025 Q1	$470K	Hold	4,042	–	–	0.04%	215
2024 Q4	$441K	Sell	4,042 -9	-0.2%	-$1.02K	0.03%	230
2024 Q3	$464K	Sell	4,051 -257	-6%	-$28.3K	0.03%	218
2024 Q2	$451K	Hold	4,308	–	–	0.03%	210
2024 Q1	$454K	Sell	4,308 -260	-6%	-$26.7K	0.03%	229
2023 Q4	$458K	Hold	4,568	–	–	0.03%	227
2023 Q3	$436K	Sell	4,568 -358	-7%	-$35K	0.03%	216
2023 Q2	$483K	Sell	4,926 -282	-5%	-$27.7K	0.04%	186
2023 Q1	$504K	Buy	5,208 +749	+17%	+$71.4K	0.05%	175
2022 Q4	$424K	Sell	4,459 -83	-2%	-$7.79K	0.05%	194
2022 Q3	$402K	Buy	4,542 +121	+3%	+$11.6K	0.05%	184
2022 Q2	$418K	Buy	4,421 +331	+8%	+$32.8K	0.05%	183
2022 Q1	$429K	Hold	4,090	–	–	0.05%	188
2021 Q4	$443K	Sell	4,090 -1,047	-20%	-$111K	0.05%	191
2021 Q3	$528K	Sell	5,137 -12	-0.2%	-$1.26K	0.08%	147
2021 Q2	$530K	Hold	5,149	–	–	0.08%	140
2021 Q1	$508K	Sell	5,149 -153	-3%	-$14.8K	0.08%	137
2020 Q4	$514K	Buy	5,302 +50	+1%	+$4.73K	0.08%	138
2020 Q3	$483K	Hold	5,252	–	–	0.07%	129
2020 Q2	$460K	Sell	5,252 -1,992	-27%	-$172K	0.07%	133
2020 Q1	$582K	Sell	7,244 -2,234	-24%	-$206K	0.13%	106
2019 Q4	$908K	Buy	9,478 +194	+2%	+$18.5K	0.18%	93
2019 Q3	$880K	Buy	9,284 +30	+0.3%	+$2.8K	0.19%	94
2019 Q2	$852K	Buy	9,254 +444	+5%	+$40.1K	0.19%	90
2019 Q1	$788K	Buy	8,810 +1,070	+14%	+$91.9K	0.21%	83
2018 Q4	$629K	Sell	7,740 -55	-0.7%	-$4.64K	0.18%	90
2018 Q3	$685K	Buy	7,795 +278	+4%	+$23.9K	0.18%	96
2018 Q2	$624K	Sell	7,517 -2,192	-23%	-$184K	0.19%	89
2018 Q1	$814K	Sell	9,709 -1,375	-12%	-$116K	0.25%	82
2017 Q4	$935K	Buy	11,084 +1,643	+17%	+$137K	0.28%	77
2017 Q3	$768K	Buy	+9,441	New	+$760K	0.26%	84