WBH Advisory’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 | $1.11M | Sell |
9,384
-61
| -0.6% | -$7.23K | 0.09% | 145 |
|
|
2025
Q1 | $1.1M | Buy |
9,445
+2,132
| +29% | +$248K | 0.1% | 137 |
|
|
2024
Q4 | $799K | Sell |
7,313
-58
| -0.8% | -$6.33K | 0.07% | 172 |
|
|
2024
Q3 | $844K | Sell |
7,371
-175
| -2% | -$20K | 0.08% | 166 |
|
|
2024
Q2 | $790K | Sell |
7,546
-1,229
| -14% | -$129K | 0.08% | 169 |
|
|
2024
Q1 | $924K | Sell |
8,775
-405
| -4% | -$42.6K | 0.1% | 157 |
|
|
2023
Q4 | $921K | Sell |
9,180
-3,240
| -26% | -$325K | 0.1% | 154 |
|
|
2023
Q3 | $1.19M | Sell |
12,420
-738
| -6% | -$70.4K | 0.15% | 124 |
|
|
2023
Q2 | $1.29M | Sell |
13,158
-143
| -1% | -$14K | 0.15% | 126 |
|
|
2023
Q1 | $1.29M | Buy |
+13,301
| New | +$1.29M | 0.16% | 128 |
|
|
2022
Q3 | $2.13M | Buy |
24,079
+701
| +3% | +$62.1K | 0.31% | 74 |
|
|
2022
Q2 | $2.23M | Buy |
+23,378
| New | +$2.23M | 0.3% | 76 |
|