Vertex Planning Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Sell |
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|
2025
Q1 | $828K | Buy |
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|
2024
Q4 | $763K | Buy |
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|
2024
Q3 | $798K | Hold |
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|
2024
Q2 | $730K | Buy |
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|
2024
Q1 | $733K | Sell |
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|
2023
Q4 | $779K | Buy |
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|
2023
Q3 | $740K | Sell |
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|
2023
Q2 | $822K | Buy |
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|
2023
Q1 | $811K | Hold |
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|
2022
Q4 | $796K | Buy |
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