Waverly Advisors’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 | $1.27M | Buy |
10,670
+2,095
| +24% | +$248K | 0.01% | 568 |
|
|
2025
Q1 | $998K | Sell |
8,575
-522
| -6% | -$60.7K | 0.01% | 604 |
|
|
2024
Q4 | $993K | Sell |
9,097
-2,505
| -22% | -$274K | 0.02% | 511 |
|
|
2024
Q3 | $1.33M | Sell |
11,602
-1,435
| -11% | -$164K | 0.02% | 401 |
|
|
2024
Q2 | $1.36M | Sell |
13,037
-37,150
| -74% | -$3.89M | 0.03% | 382 |
|
|
2024
Q1 | $5.28M | Buy |
+50,187
| New | +$5.28M | 0.12% | 138 |
|