Vantage Financial Partners (Wisconsin)’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 | $1.5M | Buy |
12,692
+641
| +5% | +$76K | 0.35% | 48 |
|
|
2025
Q1 | $1.4M | Sell |
12,051
-802
| -6% | -$93.3K | 0.35% | 42 |
|
|
2024
Q4 | $1.4M | Sell |
12,853
-86
| -0.7% | -$9.39K | 0.35% | 41 |
|
|
2024
Q3 | $1.48M | Buy |
12,939
+1,125
| +10% | +$129K | 0.37% | 38 |
|
|
2024
Q2 | $1.24M | Buy |
11,814
+2,301
| +24% | +$241K | 0.32% | 38 |
|
|
2024
Q1 | $1M | Sell |
9,513
-211
| -2% | -$22.2K | 0.27% | 47 |
|
|
2023
Q4 | $976K | Buy |
+9,724
| New | +$976K | 0.29% | 43 |
|