Walkner Condon Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $212K | Sell |
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|
2024
Q3 | $223K | Hold |
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|
2024
Q2 | $204K | Sell |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $498K | Sell |
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|
2023
Q3 | $507K | Sell |
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|
2023
Q2 | $599K | Hold |
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|
2023
Q1 | $591K | Sell |
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|
2022
Q4 | $583K | Buy |
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|
2022
Q3 | $543K | Sell |
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|
2022
Q2 | $619K | Sell |
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|
2022
Q1 | $711K | Sell |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $813K | Buy |
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|
2021
Q1 | $743K | Buy |
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|
2020
Q4 | $212K | Buy |
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