Wealth Dimensions Group’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 | $702K | Sell |
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|
2025
Q1 | $729K | Sell |
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|
2024
Q4 | $742K | Sell |
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|
2024
Q3 | $786K | Sell |
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|
2024
Q2 | $735K | Sell |
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|
2024
Q1 | $749K | Sell |
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|
2023
Q4 | $778K | Sell |
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|
2023
Q3 | $2.35M | Sell |
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|
2023
Q2 | $2.6M | Sell |
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|
2023
Q1 | $2.7M | Sell |
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|
2022
Q4 | $2.71M | Sell |
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|
2022
Q3 | $2.54M | Buy |
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|
2022
Q2 | $2.61M | Buy |
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|
2022
Q1 | $2.8M | Buy |
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|
2021
Q4 | $2.66M | Buy |
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|
2021
Q3 | $2.38M | Buy |
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|
2021
Q2 | $2.21M | Buy |
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|
2021
Q1 | $1.83M | Sell |
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|
2020
Q4 | $1.81M | Buy |
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