Visionary Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.56M | Sell |
13,082
-145
| -1% | -$17.6K | 0.07% | 219 |
|
|
2025
Q4 | $1.57M | Buy |
13,227
+5
| +0% | +$598 | 0.07% | 222 |
|
|
2025
Q3 | $1.59M | Sell |
13,222
-77
| -0.6% | -$9.14K | 0.07% | 224 |
|
|
2025
Q2 | $1.58M | Buy |
13,299
+49
| +0.4% | +$5.71K | 0.08% | 221 |
|
|
2025
Q1 | $1.54M | Sell |
13,250
-54
| -0.4% | -$6.1K | 0.09% | 202 |
|
|
2024
Q4 | $1.45M | Sell |
13,304
-81
| -0.6% | -$9.17K | 0.09% | 207 |
|
|
2024
Q3 | $1.53M | Sell |
13,385
-260
| -2% | -$28.6K | 0.09% | 203 |
|
|
2024
Q2 | $1.43M | Buy |
13,645
+77
| +0.6% | +$8K | 0.09% | 210 |
|
|
2024
Q1 | $1.43M | Sell |
13,568
-753
| -5% | -$77.3K | 0.1% | 202 |
|
|
2023
Q4 | $1.44M | Sell |
14,321
-327
| -2% | -$31.7K | 0.11% | 194 |
|
|
2023
Q3 | $1.4M | Sell |
14,648
-375
| -2% | -$36.7K | 0.11% | 179 |
|
|
2023
Q2 | $1.47M | Sell |
15,023
-395
| -3% | -$38.8K | 0.12% | 173 |
|
|
2023
Q1 | $1.49M | Sell |
15,418
-107
| -0.7% | -$10.2K | 0.13% | 157 |
|
|
2022
Q4 | $1.48M | Sell |
15,525
-135
| -0.9% | -$12.7K | 0.14% | 147 |
|
|
2022
Q3 | $1.39M | Sell |
15,660
-769
| -5% | -$73.5K | 0.14% | 140 |
|
|
2022
Q2 | $1.55M | Sell |
16,429
-292
| -2% | -$28.9K | 0.14% | 134 |
|
|
2022
Q1 | $1.75M | Buy |
16,721
+305
| +2% | +$31.5K | 0.14% | 136 |
|
|
2021
Q4 | $1.78M | Buy |
16,416
+58
| +0.4% | +$6.13K | 0.15% | 131 |
|
|
2021
Q3 | $1.68M | Buy |
16,358
+550
| +3% | +$57.9K | 0.17% | 114 |
|
|
2021
Q2 | $1.63M | Buy |
15,808
+804
| +5% | +$82.1K | 0.16% | 117 |
|
|
2021
Q1 | $1.48M | Buy |
15,004
+581
| +4% | +$56.4K | 0.16% | 125 |
|
|
2020
Q4 | $1.4M | Buy |
14,423
+995
| +7% | +$94.1K | 0.16% | 118 |
|
|
2020
Q3 | $1.23M | Sell |
13,428
-466
| -3% | -$42.6K | 0.17% | 110 |
|
|
2020
Q2 | $1.22M | Buy |
13,894
+1,277
| +10% | +$111K | 0.19% | 111 |
|
|
2020
Q1 | $1.01M | Buy |
12,617
+2,163
| +21% | +$199K | 0.19% | 98 |
|
|
2019
Q4 | $1M | Buy |
+10,454
| New | +$995K | 0.18% | 99 |
|
Other funds holding ACWV
AL
